Our Process

Begin the process of developing your financial plan:

  1. The Color of Money Risk Analysis assess your financial picture and provides an overall risk tolerance score. Your responses will be used to calculate your COMRA score – a key part of our work together and your first step toward the retirement you desire. Those eleven questions tell us about your feelings towards investing for your future.

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  2. The Generational Vault is a digitally encrypted, cloud-based portal that gives our clients 24/7 access to their financial life, allowing them to manage and organize their personal documents and financial statements.

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  3. The Strategy Assessment is a smart, interactive questionnaire that helps you explore and analyze your financial situation. The Strategy Assessment is a relationship-building tool – the answers you provide help us understand your unique financial needs, goals and objectives; and they ensure that our firm is able to provide you with the highest level of financial care and service.

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  4. Consultation & Plan
    When you have completed the Strategy Assessment, you will be given the opportunity to have a virtual consultation with a financial professional to discuss your answers in further detail and develop solutions to meet your retirement income goals. Depending upon your situation, your financial professional may generate additional planning reports for you.

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To start this process Click Here