Sample Documents
What is a Financial Plan?
Think of a financial plan as being similar to a business plan for a company - except it is for you and your family. The best run companies in the world do not operate without a plan - so why should you?
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Investment Policy Statement
The Investment Policy Statement (”IPS”) is a document designed to establish expectations and guidelines for investment decisions. It should outline the investment management philosophy for your portfolio with respect to construction, maintenance and monitoring.
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