My 360 Process
Step 1.
Schedule an appointment to understand your current situation, past experiences, income goals, concerns, and vision for the future.
Step 2.
Analyze your statements, holdings, resources, prepare recommendations, and ask the right questions. What is your income gap? What needs to occur to help close the gap? What potential threats exist to maintaining your lifestyle income and pursuing your goals? Can these be mitigated?
Step 3.
Explain my opinions and suggestions to you in plain, simple language that is unbiased and objective
Step 4.
Adjust the plan and investments based on life circumstances, meaningful changes in tax laws, market conditions, and progress toward goals.
Periodically ask yourself, “Am I on track toward my goals? Am I confident with where I am financially toward reaching those goals?
Your Plan Will Include
Components of Your Plan
Adaptable strategies to respond to market strength and weakness.
An actively managed approach designed to seek growth and mitigate risk to your wealth.
Straight-forward, plain English guidance, with investments that align with your intentions and unique risk tolerance
Strategies to properly address the big questions: “Am I on track to sustain my lifestyle, income, and legacy goals?”