Our Unique Discovery Process

In order to obtain the information we need to assist you in developing a financial planning strategy, we have developed our extensive client Discovery Process. This discovery process is composed of the following three parts:

Part One: Comprehensive Client Data Questionnaire

We gather the information we need to best advise you by means of a client data questionnaire. Just like a medical questionnaire that you complete during your first visit to your physician, we ask you to answer a series of questions that will help us provide you with the financial advice you need to reach your goals.

Part Two: Risk Tolerance Profile

Every investment portfolio incurs a certain level of risk. Our goal is to ensure that the risk level of your investment portfolio does not exceed your personal tolerance for risk. To accomplish this, we first need to determine your specific tolerance for risk. We determine this risk tolerance level via a questionnaire that measures your individual level and then assigns a specific risk number to that level.

Fill Out Questionnaire

Part Three: Your Goals

The objective of financial planning is to arrange your finances to best achieve your goals. We will assist you in determining both your short- and long-term goals, ensuring that both have been carefully and thoughtfully chosen. Once you select your goals, we assist you in assigning a priority level to each goal to better help with your financial planning.