2. Getting to Know You and Your Unique Financial Situation
Our founder, Bob, believes in a personal approach to financial planning. He will take the time to understand your retirement goals, financial obligations, and other important aspects of your life, such as your family, health, interests, and aspirations. Part of this process includes a brief 5-minute questionnaire covering topics like portfolio size, top financial goals, and your risk tolerance, allowing us to determine your precise Risk Number, which will guide our decision-making process.
Investing is more than just accumulating wealth.
Once we pinpoint your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities. This tailored approach ensures that you feel comfortable with the expected outcomes of your investments. The proposed portfolio will include projections for potential gains and losses over time.
Defining Your Financial Goals
To help you achieve your financial goals, whether that’s buying a home, acquiring a business, retiring comfortably, or funding a college education, we will provide you clarity on your path to success. By the end of this process, you’ll have a better understanding of how we can increase the probability of reaching your financial objectives.