"If you don't know where you are going, every road will get you nowhere.” Henry Kissinger OUR PROCESS : HOW WE DO IT Investment Planning. Definition. The placing of funds into the proper investment vehicles based on the investor's future goals, time horizon, and priorities. This also considers the safety of the investments as well as liquidity and level of return. How do we know unless we ask? At Boyar Wealth Management, we ask, and this is our process. Have a Question? Name Email Phone Question Thank you! Oops!