The Process

Wooden blocks that spell process and successThe Investing Process

Investing is not about getting rich quick, or identifying the greatest investment, or the cheapest insurance, or the newest trust, or any of the latest luncheon or dinner pitches being presented daily. Its about investing to allow you to bring life to your visions and dreams. It is a goal oriented, holistic approach to wealth management.  Smart investing is centered around you, where you are today, what future needs you may face, what it will take to reach your goals and what you can do about it now.

 Investing for your future - six steps

  1. Establishing and defining the client-planner relationship
  2. Gathering client data, including goals
  3. Evaluating your financial status
  4. Developing and presenting investment recommendations and/or alternatives
  5. Implementing the recommendations
  6. Monitoring the recommendations and adjusting accordingly.

Ultimately, a solid investment strategy provides direction and meaning to your financial choices; seeing each decision as part of the whole. Life is filled with changes. With a well thought out strategy, you can more easily adapt  to those changes and feel secure that your goals and dreams are on track.

For a free investment review, Email, or call me today  (719) 481-0549 or in Denver (303) 748-6352