STEP 1 – LISTEN
We start with your goals, defining them as they relate to your lifestyle, family, business, and aspirations. By working with you, we then translate them into a risk profile unique to your situation.
STEP 2 – LEARN
We gather and evaluate your information to create a comprehensive financial picture. We summarize your balance sheet, current investments, existing estate planning strategies, tax situation, and any other financial assets that impact your wealth.
STEP 3 – COMPARE
We then leverage the strength of our investment strategies to create a potential Stonemark portfolio. We show how your assets could be invested and more importantly, we show how these strategies support your goals.