Implement Strategy
Implementation is the engine that fuels your plan. Here, you and your advisor work together to ensure that your recommendations will be carried out. Gold Medal Waters adjusts your portfolio to keep it in line with your IPS, while you and your advisor work on completing all the other tasks - automating savings, following up on budgeting, etc. Your advisor may carry out the recommendations or serve as your "coach," coordinating the whole process with you and other professionals such as attorneys or CPAs.
