We hear this, or some version of this sentiment, from new clients every day. Their typical experience has included brief conversation with an advisor focused on increasing their rate of return or even putting them on a budget. We know that’s not the ideal approach to positively impacting lives, so we do things differently. Our ten-step process starts with conversation, and asking your permission to explore issues such as:

• What do you like most and least about your financial situation?
• What would you improve?
• What’s been your past experience with your finances?
• What would you change if you could go back five years?
• How would you describe your ideal financial advisor?

This allows us to get to the heart of what you really want, and just as important, what your tolerance for risk is. From this point, clients will experience: