The first step is to answer a brief questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then I’ll pinpoint your exact Risk Number to guide our decision making process. 

After pinpointing your Risk Number, I’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time 

I strongly recommend that we consistently review your progress toward your financial goals, whether on a quarterly, semi-annual, or annual basis. This approach will help you gain a clearer understanding of the strategies we can implement to increase the likelihood of your success.