Your job is to dream.
Our job is to work out the details.
WholeHuman Wealth Management is about first understanding you.
We follow a three step cycle.
Step 1: Dream
Your resources exist to help you live well. But what does that mean for you? What is the life you want to live? Where do you want to be in 10 years, 20 years, 30 years? What do you want to accomplish in the world?
We facilitate a conversation to help you formulate your goals, and then take you to the next step.
Step 2: Plan
Ultimately, we have to come up with a plan, and we will handle the planning process, working with you to understand where you are and where you want to be. Then, we develop a strategy to help you get there.
Step 3: Execute
The world is a dynamic place, and the investment world moves quickly. Putting your plan into action is where the rubber meets the road.
From portfolio construction and management, to risk control, at Directional we are commited to effectively executing your plan through all cycles of your life and the economy.
Repeat
We must constantly revisit your plan and the alignment of your resources. That is why these steps are a cycle: they are repeated on an ongoing basis.
This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from Directional Advisors to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own financial professionals, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.