Goal Based Wealth Management
We help our clients by clearing the uncertainty, and quantifying the likelihood of reaching important personal and financial goals. Our system has received positive feedback from our clients, and allows us to connect with individuals on a personal level: identifying their goals, and determining the probability of reaching these financial goals by using probabilistic forecasting. Our approach is an alternative to the common approach used by advisors in the industry, where client meetings consist of discussing portfolio returns. Our approach at Samra Wealth Management quantifies for the client the ability to reach their goals, in terms of probability.