Understanding your financial goals starts with a conversation.
Before anything else, we start a conversation that is focused on you. We strive to understand your past, present and future. By asking questions beyond your finances, we can begin to understand how you want to live and where you want to be in the future. Then we can begin to develop a comprehensive, cohesive financial strategy that is unique and helps meet both short-term and long-term objectives.
DISCOVER
We gain additional insight through our fact-find questionnaire. This questionnaire will give us a snapshot of current financial picture as well as your future financial goals.
DEVELOP
With data and insights in hand, we can begin to build a trail map for pursuing your financial goals. We work closely with you to assure that the plan is tailored to your unique outlook.
REVIEW
We stay in constant communication with our clients, providing ongoing advice to help adjust your plan when changes must be made. We are always available, and remain proactive.
Meet Denis and Simon Wheatley
Our firm works to ensure that you receive objective advice that fits your particular needs and situation. This approach also means that we are here for you, ready to offer ongoing financial expertise whenever you need it.
What We Do
We have the knowledge, experience and tools to help you regardless of what your goals may be.
5-Minute Risk Analysis
We believe that investors should have knowledge in hand. This no-cost* risk evaluation will help you to better analyze your feelings about risk and market fluctuations, and to see if it may be time to re-align yourself with your financial goals.
This evaluation will cover topics such as portfolio size, top financial goals, and what you’re willing or not willing to risk for potential gains. Then we will pin-point your exact Risk Number to help guide us through the portfolio adjustment process.
Aligning Your Portfolio: After discovering your Risk Number, we will craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable that your risk is now truly aligned with your investments and expectations.
Meet Your Retirement Goals: We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you will gain a better understanding of what we can do to help to potentially increase your probability of success.
*We do not charge you for this evaluation and there is no obligation for you to work with us or for you to sign up for any other systems we provide because you have completed this assessment.