Build a Plan

Three Steps to Creating Your Investment Plan

Whether you're investing on your own or working with one of our experienced Investment Consultants, we suggest a three-step approach to creating your investment plan and putting it to work: Define, Design and Execute.

Step 3: Execute Your Plan

  • Take Action
    Invest in new funds, rebalance or readjust existing investments to align your portfolio with both your risk tolerance and goals.
  • Make It Automatic
    Set up periodic automatic investments to help ensure you're building on your investment and putting market swings to work for you, or establish automatic withdrawals to start using your nest egg.
  • Stay on Track
    Review your investments regularly, either on your own or with an Investment Consultant, and learn how rebalancing can help you manage risk in your portfolio.
  • Manage Additional Monies
    Many see a work bonus or tax refund as play money. But, consider putting extra money to work for your future—like funding an emergency account or investing in your retirement.
  • Maintain a Long-Term View
    The more time you have for your investments to grow and compound, the more likely you are to reach your goals.