Your Consultation is Scheduled

Congratulations, you have taken the first step toward the future of your wealth, but there are a few more things to do before we can consider this step closed.


1. Find your Risk Score

By answering a few key questions, your answers will help us determine how much volatility you can tolerate in your portfolio without causing you stress, confirm if your current portfolio is configured correctly based on your goals and needs, and offer insights on how you should be positioned.


2. Update Your Calendar

We just sent you an email with all of your consultation information, including a link to add the event to your calendar as a reminder. Please be sure to add it to your personal calendar as a reminder. If you need to reschedule or cancel your meeting, you will find links on that email that will help you.


3. Watch the Video

For your free consultation, you will be meeting with our Director of Risk Management, Mike Reilly. He will be explaining to you why your Risk Number matters, and how we'll use it in your consultation to help you better understand your risk parameters and how they should define your portfolio.