Our Tools and Technology
Riskalyze
Do you know your risk number?
Every person looks at risk and reward in the context of their own personal situation. We all interpret risk differently, based on our varying life experiences and financial position. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance which will then help us to align your current portfolio with your true investment goals and expectations.
eMoney
Your own personalized wealth management portal
eMoney Advisor is a program that can organize your financial life with your own digital wealth management portal. Our clients have access to all of their personal financial information, updated daily, and can access the information from wherever they are and on any device they choose.
Wealth Management
Our Process
1: Introduction
This step is an opportunity for us to get to know one another. We will discuss expectations and goals and decide if it makes sense for our conversation to continue.
2: Strategy Meeting
We will use this time to talk about your goals and why they are important to you. This step includes a review of your current portfolio, at no obligation to you. Our team will then begin the process of developing a strategy to help you get to where you want to be.
3: Plan Delivery
You'll receive your custom-built retirement strategy and we'll start moving you closer to your goals.