Discovery Process
As wealth advisors, financial planners and investment advisors, we strive to understand before we are understood through our guidance process. We ask a lot of questions in order to Evaluate, Educate, and Eliminate to create the right strategies for you to reach your financial life goals.
You
We love to learn about you and it’s essential to be able to strategize for you
YOUR OBJECTIVES ARE OUR GUIDING PRINCIPAL
When we are first sitting with you, our team works to understand who you are, what you are seeking, and where you’d like your financial plan to take you. We evaluate each aspect of your financial picture to provide you the right guidance and advice so you can reach your goals. Throughout the relationship, we are regularly revisiting this stage to adjust and modify the plan to meet your ultimate goals.
Goals
Establishing your goals and objectives is critical in determining the best approach for you
KNOWING THE DESIRED END RESULT LEADS TO PLANNING THE RIGHT PATH
Our team spends time to understand who you are, what you want, and where you want to go. We then collaborate to establish some goals for your finances that meet your risk tolerance and preferences. Our team creates short and long term strategies based on such so that we help you reach your financial life goals. Once goals are set, our team spends time reviewing and evaluating what your financial picture has looked like. We keep in mind your risk tolerance and the suitability of your investments.
Analyze
Before we know where to go, we need to know where you’ve been. We analyze your existing resources and investments
UNDERSTANDING YOUR CURRENT ASSETS AND INVESTMENTS IS KEY
Once goals are set, our team spends time reviewing and evaluating what your financial picture has looked like. If you’ve been investing conservatively but you have ambitious goals, we need to know what your investments have been so we can create new guidance.
Educate
Clients should not work in a vacuum. BWA educates and recommends prudent investments and/or changes based on what we’ve learned about you and your direction. We also go over all aspects of your financials beyond just investments
THE MOST LEARNED INVESTOR CAN REACH ONES GOALS THE BEST
Now that the total past and future financial picture is clear, our team uses the resources of ERPE, Inc. We use our research of investments and evaluate it against your current portfolio to provide a detailed financial management strategy.
Invest
It’s time to invest based on the holistic approach we’ve started
TIME TO INVEST
With the goals set and plan established, our team now sets to put everything in motion for your financial prosperity. We begin adjusting and investing in prudent resources with your goals in mind. Additionally, we strive to get each aspect of your financial picture heading in the right direction based on investment suitability, your risk tolerance, and your financial life goals.
Monitor
Once investments are made, we continue to both monitor your investments and meet with you regularly to ensure your portfolio is continuing to match your objectives. We will also follow up with you to have any areas of your financial needs reviewed.
CONSTANT ANALYSIS AND REVIEW ENSURES YOU STAY ON TRACK WITH YOUR GOALS
Once your investments selection process is completed and portfolio allocation is set, our Chief Investment Strategist and Certified Portfolio Manager begin the continuous monitoring process to ensure suitability within the investment climate, your risk tolerance and financial life goals.
