Planning Process

Financial Peace of Mind
Assess Goals and Risk Tolerance
Create Financial Roadmap
Implement Solutions
Monitor Portfolio Progress

Financial Peace of Mind

We believe that people can have financial peace of mind. That is why we like to see you embrace life, doing the things that add meaning to your life, rather than worrying about the stock market and your financial wellbeing.

Assess Goals and Risk Tolerance

When we begin a relationship with you, our advisors take the time to get to know you personally. We want to understand what is important to you in life and with your investments. We want to position your assets in a way that should meet your desired return goals within your risk tolerance.

Create Financial Roadmap

No two clients are alike and neither are our plans. Our portfolios are created and customized according to what is important to you, to help you reach your financial objectives during your lifetime. We also know that this life doesn’t last forever. That is why we seek to facilitate an efficient transition of assets from you to your heirs, building relationships that last for generations.

Implement Solutions

Once you begin a new relationship with us, our team endeavors to create a smooth transition as we implement your desired plan. During the implementation process, you will receive periodic progress updates. And, of course, you are welcome to call at any time with any questions.

Once the transfer process is complete, you are invited to review the plan with your advisor to ensure you have a full understanding of all the components of your portfolio.

Monitor Portfolio Progress

In addition to numerous client events that we conduct throughout the year, we offer personal individual reviews to assess the progress of your portfolio. Clients also have access to their financial plans and daily account values through our website, www.drsaur.com.