PERSONAL FINANCIAL REVIEW
We start with an engaging introductory meeting or call focused on understanding you and what you want your money to achieve.
RISK COMFORT ANALYSIS
Together we will determine how much risk you are comfortable taking and identify the point at which you are likely to feel anxiety should the value of your portfolio decline.
OBJECTIVES AND GOALS
We collaborate with you to ensure your plan is designed with a comprehensive picture of all your goals and objectives outside of just growing returns.
We gather information including your income, expenses, investments, and other assets to create a cash flow and goals-based financial plan customized specifically for you.
We will propose an asset allocation plan that utilizes a combination of our proprietary tactical strategies and other satellite holdings that are tailored around your goals, objectives, and risk tolerance.
Using a proprietary set of tactical strategies called Pachira, we work towards helping you maximize gains and minimize losses throughout the various market cycles.