Did you know many members of our team are avid readers? Whether it is a good story or a book to help us improve as planners, you will often find our noses in a book during our downtime. Today we thought we would share our latest book reviews with you. We’d love to hear what you’ve been reading as well in the comments below!
Name: Karlton Childress
Title: Shareholder and Certified Financial Planner™
SH&J team member since: September, 2000
What do you find most inspiring about being a financial planner?
What I find most inspiring is having the opportunity to help people fully understand and take control of their financial picture so that they can confidently concentrate on other non-financial aspects of their lives and reach their full potential.
Karlton does an excellent job of summarizing our investment process in the video above. The investment process with us is more than a onetime event, it is an ongoing process.
The process looks like this:
- Define Goals and Objectives
- Set Portfolio Expectations
- Determine Asset Allocations
- Monitor Investments
- Review Regularly
We never consider our investment process to be ‘finished.’ Your circumstances change over the years and we will make sure we keep the process going to keep your portfolio on track. We’d love to set up a complimentary consultation for you to come in and learn more about our investment process and SH&J philosophy. Give us a call today at 303.639.5100.