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Our Process

Our aim is to get to know and understand your needs, wants, and long-term goals.

With that in mind, we use the following process to help you make the best investment choices to meet your goals.

  1. We discuss what your financial goals are and what you are looking for in a Financial Adviser.
  2. In order to collect your current financial information you complete an in-depth questionnaire. We gather your financial goals, needs and ambitions. These important factors must be taken into consideration while developing your financial plan.
  3. What kind of investor are you? Conservative, Moderate, or Aggressive. We then help you measure your risk tolerance.
  4. Equipped with that knowledge, we assemble available investment strategies that will help you meet your financial goals. We provide recommendations on products that are based on your risk tolerance. Once a decision has been made on the options you would like to utilize, we set up your unique personal portfolio.
  5. Once you begin investing in your future, market fluctuations, and changing investment choices make it necessary to monitor and manage your portfolio. We keep you informed of any new investment choices that could optimize your portfolio.

Wealth Creation begins with a comprehensive inquiry into current investments and assets.


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