Our team is looking forward to listening to you, understanding your feelings concerning finances, and getting to know you.  In Step 1 in the WBC process, we simply sit down with you and get to know you.

Things we discuss might include your views on risk, where you are currently with your investments and finances, and what objectives you have for the future.

We value our relationship with you and will work to provide a solution that increases your security, prosperity, and Store of Intrinsic Value.


After getting to know you in Step 1, in Step 2 we look for ways to be more efficient in terms of risks that are being taken or not taken.

A risk analysis and Investment Policy Statement (IPS) is constructed.  Two important things are underlined.

  1. a list of current positive and negative risks in your model (Qualitative Risk) with consideration of your specific risk tolerance (Quantitative Risk), in other words, where you are being inefficient.
  2. recommended actions to take with your risk management plan.

Implementation and Monitoring Progress

For the Step 3 in the WBC process, we will implement the plan we have, together, deemed to be suitable for you.  The achievement of your goals is important to us.  We will have yearly progress meetings and in addition you will receive quarterly statements to verify you are on course.

Begin Journey – 931-526-4234