Graphic Anchoring your financial life

How the planning process can keep you grounded

Articulate your goals

Your UBS Financial Advisor will seek to learn about your priorities, obligations and concerns to help you identify your goals.

Chart your course

Once your advisor understands your goals, he or she will work with you to come up with a plan to help you achieve them. That plan may include suggested steps for you to take to keep your financial life on the right course.

Anchor your plans

When life sends you for a spin, your plan will keep you grounded. That’s why it is important to revisit your plan with your Financial Advisor in good times and in bad so that you know if you are on track.

When you engage in financial planning with a UBS professional, you get the benefit of a steady, experienced hand to guide you even when life’s waters get choppy.

Key Takeaways: