Planning & Consulting
That's All About:
I. YOUR VALUES
II. YOUR PRIORITIES
III. YOUR GOALS
Your values help define how you live your life and view your money.
Taking the time to understand your values is the first step we take with any new client because it helps to inform the guidance that you ultimately receive.
Your priorities are unique to your situation and change over time.
Once your values are clearly understood, we help you to assess your priorities. We then collaborate to address your most pressing needs in a manner that makes sense for you.
Your goals are both tangible and intangible.
Whether you seek greater financial confidence or more clearly defined pathways towards your goals, you can expect a consultative and collaborative approach from Peristyle.
Your time is limited, invaluable, and not to be wasted.
When it comes to the ongoing monitoring of your progress towards goals, we're not of the "set it and forget it" mentality at Peristyle.
We pride ourselves on being deeply committed to looking out for you and your best interests.
Your assets deserve thoughtfulness and care in how they are managed.
As such, we employ an investment philosophy built on the belief that "Defense Wins Championships."
To us, this means utilizing diversification, being flexible, and refining your game plan as markets and situations evolve.
You have high standards for yourself and those you work alongside.
That is why we view academic rigor, professional development, and keen organization as our essential pillars to add value to your life.
At Peristyle, we're not concerned about sales, we're concerned about results.
MOVING AT THE SPEED OF YOU.
In a world of high demands and limited time, you value prompt attention to personal inquiries. With that in mind, feel free to contact us to begin a confidential discussion and exploration of how we may be able to help you.
You can expect a timely response.