DBusiness editor RJ King and Lou Melone, CFP® discuss what the four criteria everyone should consider when choosing a financial advisor.
This financial planning podcast helps answer a fundamental two part question ‘will you outlive your money, or will your money outlive you? …And the answer comes down to having a plan and understanding behavioral investing.
Step 1: The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains.
Step 2: 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.
Step 3: We will also review your progress toward your financial goals by building a Retirement Map.
When markets turn as volatile and confusing as they have in the past, even patient investors may come to question the wisdom of the investment plan they've been following. You may have come to the realization that you believed you had a good plan when in fact, you don't.
As Warren Buffet once said, “When the tide goes out, you find out who was swimming without shorts.” What we offer...A cup of coffee and a Second Opinion from a Board Certified Financial Planner (CFP®)
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Your Plan. Your Life. Your Goals.
Our business model, our framework for planning and view on client relationships is different from many advisory firms. Trust is Standard.
Our Client Life Process is a unique blend of advanced technology, behavioral coaching, and a living financial plan that reflects your retirement goals and changes as your life evolves.