The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision-making process.
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you'll better understand what we can do to increase the probabiltiy of success.
After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.
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