DEFINE YOUR RISK NUMBER

The first step is 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 out- comes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

DEFINE YOUR RETIREMENT GOALS

We will also review your progress toward your financial goals by building a Financial Road Map®. When we are finished, you’ll better understand what we can do to increase the probability of success.