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.

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.

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.

Below are a few benefits you will receive as an investment management client:

Reviewing Your Current Portfolio and developing a plan for allocation and investment strategy

Goal Setting for your life milestones and financial future

Active Asset Management and Monitoring of investment accounts, insurance products, and annuities

Recommendations tailor-made to suit your lifestyle and meet your personal and financial goals

Ongoing Review of assets and goals throughout the year

Regularly Scheduled Meetings to review investment, update goals, and provide education regarding retirement, estate planning, and more

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