This 15 minute call provides you an opportunity to get a feel for our firm so you can decide if you want to continue on the path by scheduling a more in depth Discovery Meeting. In this conversation you will be able to share your expectations for working with an advisor, and I will share more about our firm and mapping process.
If we determine that we are a good fit to work together we will schedule a Discovery Meeting, and if we determine we are not a good fit I will provide ant further input I can to help get you on your best path.
Schedule a 15-minute Introduction Call
The purpose of this meeting is to explore where you are presently on your journey, where you to go, and to identify the gaps and obstacles along your path.
Successful relationships are built on a foundation of trust. 28 years of navigating the always changing landscape of planning and investing has taught us the importance of understanding clients separately and uniquely.
A major component of that understanding is developing awareness of the relationship between risk and reward. The knowledge we gain from that discussion forms the design of a portfolio, which seeks to align you with your acceptable levels of risk and return. This allows us to advance together with confidence.
From the knowledge we gained in our first meeting we will build a personalized plan which will serve as the map for the path to the future you dream of.
The goal of this meeting is to review our recommendations, discuss appropriate adjustments and commit to your path forward.
Gain clarity about your long term needs and objectives.
Understand your future expenses.
Determine and define an acceptable tolerance for risk.
Establish rate of return objectives.
Develop an understanding of investment strategy.
Following the strategy meeting we will meet again to address any additional questions you may have. Once we have reached a mutual agreement to move forward, we will finalize the documents which are required to allow us to manage your money.
Our process helps to forecast the likelihood that you will always have enought money, so you can have the confidence to worry less and spend your time enjoying the things you value most.
Exploring your WHAT IFs and measuring the long term impact on your overall plan.
How to harvest a retirement income stream from your accumulated assets.
Ongoing tax planning to reduce your tax bill.
Intelligent portfolio design which aligns your return objectives and risk tolerance.
Allocating resources to provide for what you value most.
Critical to a successful investment experience is an understanding that risk and return are directly related. Too often a disconnect between an investor's tolerance for risk and the level of risk they are exposing themselves to in their portfolios results in disappointment, frustration and anxiety. Although we can never completely eliminate investment risk, we take steps to identify a level of risk which you are comfortable with and build a portfolio based upon that risk tolerance.
To help with this process we take advantage of dynamic analytical software developed by Riskalyze, which helps us to discover your personal risk tolerance by utilizing a scientific method based upon research that has been awarded a Nobel Prize for Economics.