Step One – Your Risk Number®
The first step is to answer a 5-minute questionnaire that looks into portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number® to guide our decision-making process.
Step Two – Align Your Portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities and allows you to feel comfortable with your expected outcomes.
The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Step Three – Clarify Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.
Your Number, your alignment, your goals – Let’s tailor-make a plan that not only fits your assets but your style and personal journey.