Vickery Creek F.O.R.M.

Planning Process

At Vickery Creek, we use a planning process called F.O.R.M. with our clients / families.  We consider all of the Family dynamics and the goals and objectives of our client's family.  Then, we consider the current and expected Occupation environment for the main earner (s), of income.  We then consider the Recreation goals and lifestyle goals of everyone in the client's family.  Next, we use the analysis of the first three categories (Family, Occupation, and Recreation), combined with our proprietary, top-down, macroeconomic investment process, along with the client's risk tolerance and time horizon to determine the appropriate asset allocation and investment strategy - thus, providing the roadmap on how to invest the Money.

Family

Occupation

Recreation (lifestyle goals)

Money