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