1. Understand Investment Risk
Determining what you’re willing to risk for potential gains is the key to becoming a fearless investor. By taking a quick assessment that covers topics such as portfolio size and your top financial goals, we pinpoint your exact risk number. This risk number will guide our decision making process.
2. Review & Align Current Investments
4 out of 5 people have more risk in their portfolios than they previously realized. We make sure your portfolio risk number matches your personal risk number. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
3. Test Your Investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
4. Risk vs Reward
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
5. Peace of Mind
Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can to do to increase it.
