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. This Risk Number will help guide our decision making process.

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

We can also review your progress toward your financial goals by building a Retirement Map. When we are finished, you'll better understand what we can do to increase the probability of success.