When we get started, we look to build a roadmap for your wealth. Simply put, we would like to know as much as we can about you and your financial goals. We want to see how and where you are invested, review your tax and estate planning, understand your insurance coverage, and become familiar with your cash flow planning. Once we have this information, we can develop a plan to meet your needs. Then we can determine if the math – the minimum required return and associated risk – meets your emotional tolerance for portfolio volatility.
What does AdvicePeriod need to know about me?