Raising the Bar for the Rising Generation
Early on in your career, there is countless financial opportunities that pay off down the road, like allocating your wealth for long-term accumulation, initiating retirement savings or implementing the right protection strategies - and yet many individuals and young families lack the time or the awareness to capture those opportunities.
We put our years of experience to work for those who are just starting out with young families and developing careers, and we work to implement a financial strategy that will help set them up for the long term.
“We put our years of experience to work for those who are just starting out with young families and developing careers, and we work to implement a financial strategy that will help set them up for the long term.”
Specialized Services on an Independent Platform
It often happens that after years of building long-term client relationships, clients see value in introducing us to their adult children, who are facing their own set of financial challenges and opportunities. As a result, we’ve developed an offering that allows us to work with the rising generation to:
- Define a diversified, efficient investment strategy and portfolio that will help maximize long-term accumulation
- Create a financial strategy for life events such as home purchase, taking over a business or starting a family
- Set a budget, pay down student debt and allocate your wealth strategically as it grows
The Harris-Bolduc Process for the Rising Generation
STEP 1Understand Your Outlook
We meet to discuss your needs and goals, as they relate to your current situation, cash flow and long-term financial priorities.
STEP 2Rising Gen Portfolio
We set out specific investment objectives, accumulation strategies and an allocation plan that align with your current outlook. We then present your Investment Policy Statement.
STEP 3Wealth Review
We connect you to other financial specialists to help ensure you’re going down the right path in terms of tax advice, insurance and other needs.
STEP 4Ongoing Relationship
Communication is consistent and reporting is clear. We meet periodically to review your investments and learn of recent developments in your personal and family situation, lifestyle and financial priorities.
Your portfolio is rebalanced, and your asset allocation is reviewed, to account for shifts in the market and changes in your personal needs.