Our Disciplined Process to Money Management
Step 1: Determine Your Investment Objectives
- We need to discover what is most important to you. We want to work with our client's lives, not just their money. We serve our clients as their life stages change with sincerity, honesty and concern.
Step 2: Develop an Asset Allocation Strategy
- Utilizing our risk tolerance questionnaire, we work with you to develop a strategy that addresses your particular needs.
Step 3: Recommend and Implement the Portfolio
- We work behind the scenes to create a portfolio to meet your goals and objectives. We will work with you to put the plan into action.*
Step 4: Monitoring and Rebalancing
- We will rebalance your portfolio as a reaction to different market conditions to keep your portfolio balanced, according to the model. We will re-model your portfolio when changes occur within your life that means that your risk tolerance and time horizon have changed.
Step 5: Communicate and Report Performance
- We meet with our clients on a regular basis to review your portfolio and ensure that your plan is still working towards your goals.
*These services are offered by Bridget Rabb and Lois DeBacker through their affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.