Broker Check

  Professional Investment and Financial Planning Services for Portland Metro and SW Washington

Our Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Step 1:<br/><strong>Goals and Roadblocks</strong>

Step 1:
Goals and Roadblocks

It all begins by talking.  Our initial consultation usually lasts about an hour and there is no cost.


Do you have one goal or many?  Is it planning for an event like retirement, or needing help with an investment portfolio


What is getting in the way of you achieving your goals?

Step 2:<br/><span><strong>Strategize the Solutions</strong></span><br/>

Step 2:
Strategize the Solutions

Here is where our office goes to work for you.

 

How do you get the most from your investments, minimize the tax, and be confident in the process?


Our experience and resources will allow us to find a strategy that you can live with while giving you an opportunity for a successful outcome.

Step 3:<br/><span><strong>Make the Right Moves</strong></span><br/>

Step 3:
Make the Right Moves

Now you have a strategy and specific steps to implement your strategy or financial plan.  


We apply an educational approach for all recommendations. It's our belief that understanding brings confidence.

Step 4:<br/><span><strong>Make the Adjustments</strong></span><br/>

Step 4:
Make the Adjustments

Things change over time.  People change, markets change, and goals change. 


We monitor and proactively contact our clients with updates, ongoing advice, and educational material.

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Contact Rolf to schedule an appointment or ask a question

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