How Does This Work?
How Does This Work?
Schedule a visit for our offer of a complimentary consultation in person, over the phone or on a web meeting.
After a mutually agreed decision to engage our services, you can decide what Level; 1, 2 or 3 is needed.
Level 1) Situational Clients
- Recommendations to be addressed based on your specific needs
Level 2) Investor Clients
- Market volatility tolerance decisions based on your Personal Risk Budget
- Recommendations for proper asset allocation, portfolio construction and management
- Creating strategies to help you meet your goals and objectives
Level 3) Wealth Management/Financial Planning Clients
- Next Level style wealth management and planning
- Bringing the human element to your money – aligning your values to finances.
- An alternative to the usual
- Big picture financial life view including all aspects (desires, wishes, wants, needs, aligning your money with your values)