It's about more than just investing. It's studying your complete financial picture—your goals, dreams, and challenges—to create a personalized road map to help you get where you want to go. Stephen J. Wood, a CERTIFIED FINANCIAL PLANNERTM professional with a focus on retirement and estate planning, has more than 30 years of experience providing wealth management services in the Hudson Valley and beyond. Steve's 3-Step Investment Process allows him to provide a high-level, one-on-one experience that is crucial to achieving financial success.
1. Write a plan, starting with a complete personal profile of your net worth and the goals you'd like to achieve.
2. Organize your portfolio of planning, investment, and estate documents.
3. Utilize customized investment programs with track records, and regular performance reviews, to navigate your personal investment path.