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Investment and Portfolio Management

Why a holistic approach to investment management is critical

With market volatility becoming the new normal, it can be a unique challenge to identify investment solutions appropriate for your portfolio—especially if you are at or near retirement.

Building Blocks Financial Planning utilizes a holistic approach that considers your total financial picture to provide investment strategies based on your unique needs and goals.

We want to make sure that we’re bucketing your money by time and purpose. And for most people, risk appetites are different based on if liquidity is needed immediately or in the future. We keep your short-term and long-term goals in mind with every decision made to minimize volatility and maximize your peace of mind while respecting your views on investments be it value or faith based, sustainability and or evidence based. 

Our specific investment services together may include:

  • Volatility Tolerance Analysis
  • Investment Audits
  • Portfolio Recommendations
  • Advice on Outside Accounts
  • General Investment Advice
  • Behavioral management and ongoing education to eliminate irrational human behavior and biases
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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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