We follow a systematic approach that gets fine tuned with each client experience.
When you agree to engage InterAction, our first step is typically to perform a financial inventory. We want to understand your situation and your needs – both short term and longer term. In order to do this, we use the input data you provide to produce a timeline or roadmap of your lifespan that will help us to organize all of the components of your financial picture.
We provide tools like the timeline document so that we can help you to clearly see your strengths and weaknesses. We begin with the idea that risk exposure is stage one planning. If, for example, you are under-insured for automobile liability, then we create an objective to cover this risk.
Stage two planning involves your cash flow and budget. Our goal in this stage is to spend less than we earn and build net worth. It is very important to include a savings program in the budget. Specific objectives help take us from today’s reality to tomorrows goal.
Stage three comes next, and investment of the excess cash flow (savings) from your budget is the objective. We will work with you to develop an investment policy statement and determine if it is consistent with your portfolio construction.
Along the way, we may provide:
- Household Budgeting - to help you analyze and prioritize
- Liability Planning - such as debt minimization strategies
- Risk Analysis - spotting potentials hazards down the road
- Project Accounting and Administration - including ongoing review and performance monitoring
Get started on the right financial road today, contact us or call 202-494-5999 to arrange a personal consultation.
InterAction is a division of Macadoo Asset Management, LLC, a Registered Investment Advisor in Maryland, the District of Columbia, and Virginia. This website is not intended to provide investment advice and nothing on this site should be construed as an offer or solicitation to buy or sell securities or other financial instruments or to solicit or provide individual investment advice. Macadoo Asset Management, LLC may only transact business in a state if first registered, excluded or exempted from state investment adviser registration requirements. None of the services discussed or referred to on this website are available to persons resident in any state where distribution of such services would be contrary to any law or regulation.