Our Financial Services
Our Process
At True Path Capital Strategies, we do not use a “cookie-cutter” approach to assisting our clients; we don’t believe that “one size fits all;” and we don’t pigeonhole our clients into purchasing a product or solution they don’t need. Our approach is different. We use a diverse set of tools and financial instruments in designing a custom portfolio for each individual investor. Our goal is to engage in a process and create an outcome for you that can be described as secure, practical and serene, i.e. a sense of sanctuary.
We Ask Questions
You’ll find that we ask a lot of questions about you and your story. We want to learn and understand your hopes, your dreams, your concerns, your challenges and your goals. We slow down the conversation to make sure we’re grasping the key messages you want to convey to us. Understanding your story is of the utmost importance to us.
We Aim To Understand You
Our associates work very hard at understanding your story. It’s especially important that we understand each and every fact that you share with us. You’ll hear us paraphrase what you say to make sure we understand your message. And if we have questions, we’ll stop and ask for clarification.
We Review Your Information
After spending a great deal of time listening to you, we take some time to review the information and make sure that we have collected all of the pertinent information. We dissect the information to look at it analytically so that we can evaluate it both holistically and at the detail level.
We Evaluate Your Case
An extension of the evaluation phase is to look for strengths and weaknesses; gaps and overlaps; and efficiencies and inefficiencies. It’s extremely important for us to take the time to do this so that we can identify what is working for you, and what you may need to do so that you can achieve your financial goals.
We Lay Out Your Status
Because our process begins with a great deal of listening, we can hone in your financial status in a very clear way, which helps us to prioritize the steps you may need to employ in order to achieve your financial goals.
We Make Recommendations
The culmination of our work with you is a recommendation … or a set of recommendations … for you to consider in order to achieve your financial goals. These recommendations may include an adjustment of your budget; the pay-off of a loan; a change in your savings practices; a purchase of an annuity; or another action step for you to take. In the end, these recommendations are client-centered and are intended to help you move forward financially.