Setting your path

How we make a plan tailored for you and your future

We want to help you build the future you dream about. Together, we'll use our 5-step process to assess your tolerance for risk and create quantifiable, actionable financial goals based on what’s important to you, and why. We'll partner with you throughout your journey, continuously sharing strategies to help bring you closer to the future you see for yourself.

Step 1: Where am I today?

It’s hard to plan for the future without understanding where you are today. We’ll work together to identify and prioritize your needs, assess your tolerance for risk and understand what impacts your current financial picture. Things like income, expenses and savings all play a part. Talking about these factors shapes the advice we offer you and the strategies we’ll build together.

Step 2: Where would I like to be?

After we understand where you are today, the next step is figuring out where you’d like to be. What does your vision for the future look like? Why are you investing? What's important to you?

This conversation is very important. We’ll use what we learn and our tools to translate your vision into a personal, measurable goal, and develop a written strategy so we can track your progress.

Step 3: Can I get there?

You know where you stand, what you want to do in the future, and how much risk you’re comfortable taking to get there. Now we can help you answer the big question – can I get there? Together, we’ll analyze what you’re currently doing and determine what needs to change to put you closer to achieving your goals.

Step 4: How do I get there?

The first three steps give us critical information that will inform your strategy – your needs, the people, places and goals that matter most to you, your attitude toward risk, progress toward your goals, and current investment plans.  All of this information not only helps create a financial strategy, but serves as the guiding principles to remind us throughout the journey just why you are investing and what you hope to achieve in your life.

We take all of this into consideration along with the principles that guide our investments as a firm. And we find the investments, protection and services that will get you where you want to be.

It’s also important you understand what these investments and services cost. So we’ll walk you through any fees before you get started to make sure you’re comfortable and onboard.

Step 5: How can I stay on track?

This last step is one of the most important. After building a solid strategy, we’ll work together to make sure you stay on track. And because we all know just how much life can change when we least expect it, we will be there to partner with you through all those unexpected events that may occur over time. This is more than just what we do in the office – it’s about regularly checking in on you and your family or business, answering any  questions you have, and revisiting your goals and strategy to make sure everything still aligns.

Putting it all together

Starting this journey is simple. By answering a few questions, you’ll help us understand what’s important to you, and we’ll go from there. Begin by finding an Edward Jones financial advisor near you. Your first meeting is complimentary.