OUR
PROCESS

Find Your Comfort Zone®

FEATURING GDX 360

We will begin by having a conversation with you about what you value most – your life goals. From there, we will choose an investment strategy relative to those goals and develop a plan that can be updated on-demand to capture the changing market conditions.
 
We then provide you an interactive, visual representation of how you are tracking toward the goals you have established. This is called the Comfort Zone®. It shows the likelihood of exceeding goals for retirement, college savings, charitable giving, or other life goals.
 
With GDX360 and Comfort Zone®, we can prioritize conversations with you…one that is forward-looking and concentrated on helping you stay on track to reach your goals.