The first step is to take a 5 minute quiz 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.
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 gains and losses we should expect over time.
Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we need to do to increase it.