The Markowski Investments Way


Establishing our Relationship


Markowski Investments will clearly outline and explain the services that will be provided to you and your family. We will define our responsibilities as advisors as well.

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Portfolio Review


Markowski Investments will conduct an extensive review of your financial situation. Metaphorically similar to what you would expect when visiting a physician for the first time. We will discuss and define what your goals are, and give time frames for results. We will also have a serious discussion regarding risk, and the most prudent ways to manage it.


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Evaluation Stage


Markowski Investments will analyze all the information we have gathered regarding your unique situation, encompassing each and every nuance to present a true financial plan that fits you and your family’s needs. This could include your assets, liabilities, real estate, cash flow, insurance coverage, and estate tax issues.


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Implementation


Markowski Investments will clearly outline and explain the services that will be provided to you and your family. We will define our responsibilities as advisors as well.


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Monitoring


Markowski Investments will diligently monitor your progress toward your financial and life goals. We will be reviewing your unique situation on a regular basis. Life changes therefore no financial plan is static. We expect our clients to update us immediately of any adjustments in their financial situation. The more information we have the better we can serve you.