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Our Process

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