We coordinate, consolidate and simplify every aspect of your financial life, including your investments and the guidance from your tax, insurance and estate planning advisers. You’ll get succinct, intuitive reports, including an Asset Map and a date‐ and dollar‐specific Financial Plan. We regularly update these and deliver them to you during two focused meetings per year.
The investment portfolio we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it. During each meeting, we’ll look at your goals, your Financial Plan, and the progress of your plan and portfolio toward the achievement of those goals.
Of the three factors that ultimately determine an individual’s lifetime investment experience, behavior is the most critical. Few investors are able to just set it and forget it— particularly with equities. For everyone else, sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of the advisory fees during our relationship. We’ll help you stick to a simple, well‐constructed Financial Plan that works for you.
When your finances are complex and the cost of being wrong is high, you need a trusted financial adviser whose experience, business judgment and wisdom can guide you to the best outcomes. We help people improve their lives by bringing truth, understanding and discipline to the choices they make every day.
Most financial advisory firms focus on investing your money rather than on achieving your goals. At Keating Wealth Management, we answer the questions everyone has about money: Am I OK? Can I live the life I want?
We do this by starting with your life and ending with your investments, not the other way around. Our goal is to help you live better today, not just in some distant future. We focus on helping people live richly and without regrets rather than dying rich but full of regrets.
