Below is a step-by-step process of how we begin the investment journey aimed at achieving your financial freedom . As always, we like to be completely transparent about our process to ensure that the client feels comfortable and prepared with any questions or concerns.
1. Basic information collection (employment, family, hobbies, etc.)
2. Compile all assets and resources
3. Establish objectives, goals and complete a risk profile questionnaire
4. Analyze objectives/goals through our planning software to evaluate the likelihood that the investment plan will be successful
5. Adjust accordingly based on results (spend less at retirement? Work longer? Take more risk/less risk?)
6. Monitor and meet at least annually, or more, based on client preference