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Q.U.I.E.T.

Questions

Understanding

Insight

Explanation

Transformation


Whether you are thirty years or twelve months away from retirement, you need time to discuss and develop your investment strategy. Our fee-based financial strategies examine the important aspects of your financial future:

  • Current net worth
  • Summaries of your assets and liabilities
  • Analysis of current portfolios
  • Retirement income needs for twenty years and beyond
  • Education needs for children or grandchildren
  • Long-term care needs

You will know when your investment strategy is one that works for you. Your investment strategy is your investment strategy. You cannot adopt someone else's strategy, take a cookie-cutter strategy from a website, or pay a fee-based planner to just hand you an impersonal answer. You need time and expertise on your side in order to develop your personal investment strategy - we can bring some Q.U.I.E.T. into your life.


Here is how our Q.U.I.E.T. process works:

Meeting #1

We get to know you, you get to know us. You express your feelings about the current state of your investments. We listen to you and ask questions. You discuss your desires for the future of your investments and what you hope to enjoy in retirement. They are your dreams - you should have some time to express them.

Meeting #2

We define and refine your investment strategy with you. Every good fee-based financial plan requires understanding. Understanding provides the basis for recommendations that are suitable for you, not just anyone. We combine your current investment portfolio, your desires for the future, and a realistic projection of your future investments in order to reach a good understanding of your options.

Meeting #3

You receive a bound copy of your Q.U.I.E.T. strategy to be implemented on your schedule. We sit down with you and walk through each aspect of your investment strategy, from your short-term goals to your financial needs fifteen years into retirement. After you hear our explanation of your new Q.U.I.E.T. strategy, the transformation begins. You can implement our recommendations in a variety of ways.