Here’s a look at the very first thing we do with our new clients. Our new clients answer a few simple questions about how they feel about money. More specifically making it and losing it. Based on their answers we are able to develop their custom risk score. From there we setup a call to discuss their score and collect all their relevant investing information.

From there we setup a call to discuss their score and collect all their relevant investing information.

We analyze all their investments and create a comprehensive portfolio stress test of their current holdings complete with how their portfolio could look in stressful market situations. We also breakdown their asset classes on a granular level, even deconstructing their ETF’s and Mutual Funds. Finally we detail how much their paying in hidden expenses that can erode away their returns.

Once completed our clients receive their comprehensive PDF report of all our findings along with our plan of attack for getting their portfolio risk, asset allocations, and return objectives in line with their financial goals. Oh, we also eliminate all those unnecessary fees.

Once we start actively implementing our new strategy our clients have crystal clear expectations for what we are going to do and how we are going to get there, and what to expect on the journey to their financial goals.