Our Process
Capture Your Risk Number
The first step to answer a 5-minute questionnaire that covers topics such as 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.
Align Your Portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gain and losses we should expect over time.
Define Your Retirement Goals
We will also review your progress towards 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.
Risk Number
Sample Retirement Map
Disclosure: All investing involves risk, including possible loss of principle. No investment strategy can guarantee a profit or protect against loss.
Don't Wonder If Your Portfolio Is Right?
Everyone has a risk number, what’s yours? Find out today, click the “Get My Risk Number” below. It could be the most important decision you make for your financial future.