MUTUAL FIT | ASSESS | PREPARE | PRESENT | IMPLEMENT | NAVIGATE | GROW |
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Are we a fit to work and grow together to meet your goals? | We assess your risk tolerance, goals and interests. What is your risk number? Do your portfolios match? | We prepare an analysis of your current financial situation and well being. | We present you with your personal Financial Compass and go over the next steps with you. | Together, we implement the plan we agree upon. We create an onboarding and strategy review schedule. | Navigating the map is an ongoing conversation. Life happens, maps and strategies are meant to be malleable. | Our clients (you) grow into the process and grow with us as we evolve as partners in your financial journey. |