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.
Understanding your financial goals starts with a conversation.
Meet Denis and Simon Wheatley
What We Do
We have the knowledge, experience and tools to help you regardless of what your goals may be.
5-Minute Risk Analysis
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.