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Our Process

Understand our step by step planning process used to align your risk tolerance with your portfolio in a proven way:

Step 1

We start by developing a solid understanding of where you are and want to go. When we first meet our objective is to review your particular situation, your overall goals and gather all the relevant information specific to your situation.
Identifying your larger scale goals and the objectives through an in-depth discussion of you financial situation, time frame, risk tolerance and expectations is the best approach for aligning our planning skills with your reality today.

Step 2

Next we'll work with you to clarify and help you to set specific goals. The process helps us develop clarity about your goals and objectives.
Establishing Your Investment Profile From your needs analysis, an initial suggested asset mix is selected based upon your unique goals, objectives & profile.

Step 3

We then complete our initial analysis. We create and deliver a detailed analysis of your situation. Recommendations are specific to the plan of action. Along with the in depth analysis, we will review and outline our suggested recommendations for action.

Step 4

Your Solution is Customized Ready for Implementation. We will then start your particular plan in motion use of the chosen financial instruments and arrangements.
Custom Portfolio Design Selection and implementation of specific investments to coordinate with your asset allocation strategy.

Step 5

Periodic reviews and adjustments ensure your progress. We meet with you periodically to review your investment performance, changing needs, circumstances and take action accordingly.
We meet with you periodically to review your investment performance, changing needs, circumstances and take action accordingly. Ongoing Personal Portfolio Review Performance vs.Indices Performance vs. Stated Goals Risk-Adjusted Returns.

Call (780) 420-6445