Process Matters
The eMoney planning process
Before we implement your plan, we’ll ask a lot of questions and listen carefully to your answers. We need to understand your financial background, your investment knowledge, your risk tolerance and your concerns when it comes to investing. Only then we can select investments that align with your risk profile and long-term goals.
The cornerstones of our investment process are disciplined risk management, tactical flexibility, and investment strategies designed to help mitigate risk. You’ll find that, when it comes to investing, we are focused and act in decisive and measured ways, with the goal of increasing the probability for favorable outcomes.
And, you’ll always know how you’re doing. We regularly meet with clients to review their goals and progress. However, between meetings, you can log in to your personal site and track your progress at any time.
We welcome the opportunity to talk with you about your hopes and ambitions. Give us a call at 844-925-0888 or set up a consultation.
We Do The Work
We do the work; researching and selecting investments, and then tailoring each portfolio to align with our client’s investment plan. There is no cookie cutter approach or firm driven model. We can explain why we have chosen every investment, as well as the steps we are taking to help preserve and grow your assets.
