Asset Management
As a Bloom Financial Planning client, you can expect us to take a personal interest in guiding you through the process of investing your money and reaching your financial goals.
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If you are a new investor, we will take you through our financial planning process and make recommendations specifically tailored for you based on both your financial and life goals.
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For clients who already have an investment plan in place but are looking for new insight, or have had a change in goals or circumstance, we will review your investment portfolio and facilitate consolidating, or diversifying, depending on your needs.
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Below are a few benefits you will receive as an investment management client:
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Reviewing Your Current Portfolio and developing a plan for allocation and investment strategy
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Goal Setting for your life milestones and financial future​
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Active Asset Management and Monitoring of investment accounts, insurance products, and annuities
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Recommendations tailor-made to suit your lifestyle and meet your personal and financial goals
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Ongoing Review of assets and goals throughout the year
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Regularly Scheduled Meetings to review investment, update goals, and provide education regarding retirement, estate planning, and more
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