Discovery
- Learn about you and your family and how that relates to your goals
- Assess your current financial profile
- Identify your objectives
- Discuss any concerns
Analysis
- Identify the strengths and weaknesses of your current portfolio.
- Discuss a broad range of options that target each of your goals.
Strategy
- Present a comprehensive plan that addresses your objectives.
- Work together to select the options that are the best fit for you.
- Make a plan to execute.
Action
- Prepare all necessary documentation to move forward.
- Follow our process to ensure a smooth and efficient execution.
Review
- Reviewing and altering the plan is crucial to its success.
- When changes happen, we will adjust the objectives and revisit the profile to verify that it is still on track.
- If further change is necessary, we will continue the process until we have met your goals.
Planning and Risk Tolerance
Simply put, risk tolerance is the level of risk an investor is willing to take. Our planning process will help you to control the things you can control and incorporate individualized strategies with guide rails to keep you on track to achieve your goals.