“Would you tell me, please, which way I ought to go from here?"
"That depends a good deal on where you want to get to."
"I don't much care where –"
"Then it doesn't matter which way you go.”
― Lewis Carroll, Alice in Wonderland
At Seapointe Capital we focus on the classical approach: data gathering (including subjective information such as lifestyle goals estate planning, and personal attitudes toward risk tolerance, and simplicity of your financial affairs), the preparation of a plan, the presentation of a plan (including strategic and tactical courses of action), plan implementation and plan monitoring.
The objective of a transaction is to "put the ball between the posts" and score a goal or in real estate vernacular "close a transaction". To achieve the client goals we partner with professionals in a variety of disciplines to add their expertise. This collaborative approach helps to more rapidly achieve the stated goal: a closed transaction.
"Thinking is easy, acting is difficult, and to put one's thoughts into action is the most difficult thing in the world" Johann Wolfgang von Goethe.