It’s the navigation in between those two points that will determine where you end up. That’s why we’ve designed our wealth management process to provide not only the course, but the Course Made Good — the adaptive, ongoing navigation that will help you reach your destination.
Course Made Good is a navigational term that refers to the actual route you take throughout your journey, accounting for both external forces and unexpected events in order to reach your destination. We’ve applied this principle to the wealth management process.
Our process allows for tactical shifts that can help you build wealth, as well as navigate significant market events like those we’re experiencing today. The CMG Portfolio Review is an efficient way for us to illustrate: