At Old York Advisors we believe that everyone’s future lies within their imagination. The reality of building a career or a business, managing your work at a non-profit organization, addressing the needs of your family, or caring for your loved ones sometimes can stand in the way of reaching the goals you want to acheive.
That’s why we created our disciplined and strategic Three-Step Goal Planning and Monitoring (GPM) Process:
We listen to you. That’s how we discover your objectives, your perspective on risk, and your liquidity needs. We assist you to identify and understand your current situation, your future goals, and help to educate you about the gaps that can prevent you from achieving your goals.
Next, our experienced team devises a plan to support your goals through strategic planning and professional investment management. Through planning we tailor the selection of investments and allocation of those investments to your financial objectives. You receive our recommendations and the steps needed to implement your plan.
Once you approve your plan, we put it into action. We continue to monitor the progress toward your objectives to ensure that your plan continues working for you through all of the changes in your life. In addition, you receive continual updating because we keep abreast of what’s ahead.
Always, throughout the 3-Step Process you gain the insight, experience, and ongoing support of our team to take care of the big picture for you along with the finer details.You can discover more about how our team becomes your advocate here