Steps to Success
Every client is specialized on a case by case basis. However, we have found that the following outline serves as an efficient and useful guideline to our success.
- Initial meeting via in-person appointment or conference call
- Identify and prioritize goals (needs, wants, wishes, and when)
- Establish a client's need for cash timeline
- Understand the risk tolerance of the client
- Develop a financial plan
- Establish the importance and impact of saving and spending to reach client's priorities.
- Implement the plan
- Select a portfolio model to match client’s needs and desires
- Assess the progress
- Client receives quarterly reports of portfolio
- Client receives monthly statements from Charles Schwab & Co.
- Our firm rebalances portfolio as necessary by Runestone Wealth Advisors, LLC