When working towards achieving one’s goals, our firm believes in a team effort method. But some basic financial questions are ones where everyone must confront on their own. By working through these first steps, we can then help you attain the success you’ve always wanted. So, let’s start by getting you to:

  • Assess your tolerance for risk…
  • Create an actionable financial goal based on what’s important to you…
  • Understand what kind of investments and strategies align with your goals…

Step 1: Be real with yourself and ask… Where am I today?

It’s difficult to plan and have the vision to look into the future without an understanding of where you stand today. This means identifying and prioritizing your needs, assessing your tolerance for risk and understanding what impacts your current financial picture – things like income, expenses and any savings. Understanding these factors helps shape your plan. When you have the start of a plan, our firm can help educate you on building the best strategy to get you where you want to go.

Step 2: Where do I want to be?

After determining where you are today, the next step is identifying where you’d like to be. What does your vision for the future look like? What are you trying to accomplish?

Understanding this is very important. This information and our firm’s resources will translate your vision into a measurable goal and help to develop a written strategy to track your progress.

Step 3: What am I willing to sacrifice to get there?

This is where the rubber meets the road. You know where you stand, what you want to do in the future and how much risk you’re comfortable taking to get there. You now have answer the biggest question “What am I willing to sacrifice to get there?” We suggest analyzing what you’re currently doing and write down any adjustments you can make to better position yourself to achieve your goals.

Step 4: How do I get there?

Thinking about, understanding, and writing down the first three steps allows yourself to comprehend your complete financial picture – your needs, attitude toward risk, progress toward your goal, and current investment strategy.

Taking these factors into consideration, along with our firm’s investment principles, we can educate you on identifying the most appropriate investments, protection and services to get you where you want to be.

It’s also important that you understand and are comfortable with the costs that come along with these investments and services. That’s why our firm will educate you through the costs involved before you make any decisions.

Step 5: How do I stay on track?

This last step may be one of the most important, because after building a solid strategy, you’ll have to make sure you stay on track. This is more than just what you do at home – it’s about regularly using our firm as a real-world education resource with any questions you have, or changes in your life or the market, that may affect your current path.

Putting your team in place

We believe that when it comes to financial education, the value of a professional real investor cannot be overestimated. Depending on what’s important to you and the strategies you put into place, it may make sense to bring your legal and tax professionals into this process. Our firm will work in partnership with the other key members of your team – like your CPA or attorney. Whatever is needed to help achieve your success.

How we can help

Starting this process is as simple as answering these few questions to help determine what’s important to you. Get started today by contacting our firm today.