Prudently Manage Your Investments

Investment Philosophy

Attempting to time the market is not an effective means to attain your investment goals. Instead, a well-thought-out and disciplined portfolio management process should be implemented to optimize the probability of success. Without such a process, investors often make damaging decisions based on false overconfidence or panic due to short-term market fluctuations.

In contrast, Commencement Financial Planning LLC adheres to an investment philosophy that provides a solid foundation to assist you prudently manage your investments according to your time horizon, goals, and risk tolerance. This philosophy is based on a collection of fundamental principles proven to greatly increase the probability of your success.

The following principles have been adopted as the foundation of our investment portfolio management process:

Commencement Financial Planning LLC is a Registered Investment Advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.