It all begins with you.
At LIQD Investments, we believe financial planning should be as personal as it is practical. Through our collaborative and engaging process, we help you uncover your core values and long-term objectives, ensuring every decision reflects what matters most to you.
With access to state-of-the-art analysis tools and world-class research on global markets, our team provides recommendations and strategies that are timely, accurate, and tailored to your unique situation.
You’ll receive a clear, actionable plan designed to meet your goals. Our aim is to help you provide for yourself and your family today, while building a legacy that lasts for generations to come.
Our Process
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Everyone begins with a complimentary consult. We start with a discussion between parties to determine what services are needed. We’ll listen as you share your unique situation. This consultation is about getting to know each other. Are we right for you? Are you right for us? Our relationships are important & we want you to feel comfortable & cared for; no pressure or obligation.
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If we decide to move forward & establish a relationship, we gather all your information. We will jointly review all of your current financial accounts and ask you a series of in-depth questions to determine your relationships with family, friends, and money. It’s important to understand your biases, emotions, and habits with money so an appropriate plan can be made.
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Once we discover what is most important to you, we’ll determine the best steps to get you there; setting goals and tracking them all. We’ll engage with you regularly for revies & as life transitions, we’ll help you adjust along the way. With your permission, we’ll work with your CPA, Legal Counsel, Loan and/or Mortgage Officer to make sure we’re all in sync with your best interest in mind.
Building Your Financial Plan
RightCapital's innovative financial planning solution equals more planning in less time for our clients.
Making holistic financial decisions in an age where so much is changing daily can be difficult. Decisions are often made in a silo, instead of with all the available information. Combining all of your financial data in one place is the starting point for higher-quality financial decisions. RightCapital’s Client Portal is easy to use, informative, and secure.
At no additional cost (to our clients), we provide RightCapital as our comprehensive financial planning software.