Financial Planning Process
Our Financial Fitness Check-Up is a Three Step Process:
- Step 1 - We will create a personal investment policy statement for you.
This is accomplished when you provide us with answers to our questionnaire that will reveal you risk tolerance, time horizon and investment objective.
- Step 2 - In our questionnaire, you will provide us with your financial data.
- Step 3 - We will analyze your data and provide you with our free Financial Fitness Check-Up Report
The purpose of this report is to make sure your assets are properly aligned with your personal goals and objectives as well as to point our potential improvements in your portfolio, such as ways to improve performance, lower risk and lower fees.
Please compete the following questionnaire and we will be pleased to report back to you as to our findings. All information that you provide to us here will be held in the strictest of confidence.