
Process
Assess risk tolerance
Initial meetings are goals based, meaning we take time to understand your holistic situation, needs and financial priorities. During these discussions we conduct a risk tolerance assessment designed to understand your approach, purpose and investment mindset.
Develop a plan
Once our team has understood your situation and done its due diligence in research, we talk through potential solutions to get you started or back on track to hitting your financial goals. Since we act as an independent advisor, we think broadly for the needs for our clients as opposed to specific products for commissions.
Portfolio construction & performance monitoring
Lastly, we recommend and implement the investment portfolio. Once implemented, we continue to monitor your portfolio, manage the overall strategy, rebalancing, tax loss harvesting, performance reporting and maintenance.
