Value Based Asset Allocation

Value based asset allocation is the discipline of investing your assets based on their long term value. This means that instead of picking cheap stocks and bonds that will make you a quick buck, we recommend mid-range investment choices that will grow steadily. These investments are based on your personal goals and needs.

Cheap stocks come and go, creating the hassle of constantly moving your money around. Value based investments allow you to keep your money in one place and watch it accumulate over time. This asset allocation balances the risk and growth of your investments based on your goals and time frame. Diversification of assets (stocks, bonds, cash, and so on) is a key element of that strategy.

Family & Money Matters creates custom investment strategies that are tailored to your specific needs while also ensuring that they are in line with your values. The process of determining which mix of assets to hold in your portfolio is often personal because it’s based on what works best for you at any given point in your life. Everyone has different priorities and requirements when it comes to financial decisions. We believe your investments should, too.



Bronze

Best value



1%

  • 45 min discovery meeting with Junior Planner
  • 45 minute recurring meetings
  • Assessment Package
  • Action list and plan summary
  • $1 million and below in assets will be charged at 100bps of the portfolio




Platinum


.85%

  • 45 min discovery meeting with a Certified Financial Planner™
  • 60 minute recurring meetings
  • Assessment Package
  • Action list and plan report
  • $1 million to $3 million in assets will be charged at 85bps of the portfolio




Gold

Big Business



.70%

  • 45 min discovery meeting with a Senior Certified Financial Planner™
  • 90 minute recurring meetings
  • Assessment Package
  • Action list, plan report and a family workshop
  • $3 million and above in assets will be charged at  70bps of the portfolio



What Our Clients Say

“Elaine is a problem solver. Her deep financial acumen sorts through reams of complex data efficiently and effectively enabling her to propose viable alternatives to achieving your goals. She meets all challenges with poise, integrity and warmth. She is a professional you can trust and rely on.”

Barbara V.

Company Name: Planning for Financial Separation
Designation: Fashion Designer

“Elaine inspired me to start a fund with a purpose and after hearing her workshop and 6 months after, I was able to make my dream come true of learning English, not only I learned it but I was able to live in Europe to practice for 3 months”

Mariana M.

Company Name: Planning to save with a purpose
Designation: Senior Accountant Fortune 500

“After taking the financial education course in Peru, I was able to clearly focus on what had purpose in my life, I now live debt free, I have a savings fund and I am investing in buying a house in the next 12 months”

Caroline S.

Company Name: Planning to start her own business,
Designation: Retired Paralegal

“I never thought I could have control of my finances. It was possible by working with Elaine’s advise after reading her book “Family and Money Matters”, I improved my relationship with finances, and have adjusted the lense to improved the quality of my daily life.”

Carola S.

Company Name: Planning for Financial Career Advancement
Designation: PHD Senior Medical Research

“With a light and practical style, Elaine succeeds at attracting the attention of the reader from the beginning through her 7 financial steps, direct and with no return. More than a book, this is true curse for financial well being and prosperity. Thanks to this rich information I will have the privilege of saving time and money in the future. If we could all apply the lessons in the book, we will have a better world”.

Francisco R.

Company Name: Stakeholder’s Financial Training and Sustainability
Designation: Fortune 500 Regional CEO

Team Members

Elaine King, CFP®

Holistic Financial Planning and Value Based Asset Allocation

Suzie Hise

Action Oriented Coaching

Mariana Martinez, PHD

Family Focused Workshops

Maria Fuentes

Family Focused Workshops - Children & Women

Schedule a 30 minute FREE consultation to review your financial goals. Contact Us

top