The Asset Allocation Report shows a portfolio’s current allocation and gives both you and your financial planner the data to observe possible overweight or underweight areas.

A portfolio’s asset allocation is dynamic and requires regular checking to ensure that it is in line with your goals, risk tolerance and investment temperament.

Complete Financial Planning Services

Your asset allocation report is only one portion of the financial planning process. (link to “financial planning process PDF) The power of your asset allocation report is that it is integrated with your entire financial portfolio.

Wake Wealth will work closely with you to determine your financial goals and create a plan of action to help you pursue those goals that it is in line with your goals, risk tolerance and investment temperament.

Preparing for your initial meeting

Having the following materials available at your first meeting will help us create an appropriate asset allocation:

• Most Recent Federal And State Tax Returns
• Most Recent Paystubs
• Current Income
• Living Expenses
• Financial Statement
• Estate Documents (Wills and Trusts)
• Current Statements (Bank, Mutual Fund, Brokerage 401K, Insurance, etc)

Before Your First Visit

Please print and complete the Financial Planning Checklist and bring it to your first appointment.