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Planning & Investment Approach

Our Approach to Investment Management

Establishing goals and making sure that you’re on the right track to meet them is key to staying in control of your future. At Coastal Bay, we will work through our tested strategies to develop a plan that’s right for you and your goals. Our step-by-step approach will help you realize your future so you can enjoy the wealth you’ve worked so hard to build.

1. We help you establish and articulate your goals and vision.
Allow yourself to dream a little… Our planning process starts with the first question: What’s important to you?
Our Investment Management process keeps you and your goals at the center, setting a foundation for success.
2. We collaborate to identify investment solutions to help you meet your measurable goals.

We work with you to determine your expectation for return and your preferences for certain investments so that we can determine the right balance of investments to help achieve your vision for the future.

3. We develop an investment recommendation that focuses on your overall vision for your future.

Once we know what your goals are and determine an investment solution that best suit your needs, we tailor our recommendations to achieve your vision.

4. We implement and continue to evaluate your goals as your needs and vision change over time.

With the plan in place, our team will implement that plan and continue to manage and evaluate the portfolio. As your needs and goals change over time, we will work with you to adjust your investment portfolio.