| INTERNATIONAL WEALTH MANAGEMENT - IWM |
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PROGRESS |
Step 7: Monitoring Progress specifically toward previously stated goals and objectives for given pools of assets, investment structures, philanthropic ventures and long range family plans; daily, monthly, quarterly & annually |
MONITORING |
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BENCHMARK |
We hold that progress is measured by the movement from a given starting point toward a defined ending point, while not exceeding an expected standard deviation (acceptable up side or down side) within the desired timeframe. Your benchmark isn't to out perform 500 stocks in an index, it's what you define it to be. Your benchmark is absolute progress toward your goals. |
SUCCESS |
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