Advise & Monitor Financial

You have a personal vision for what a comfortable, successful retirement represents. Advise & Monitor will select and align top-tier no-load mutual funds to your retirement goals, and monitor these recommendations on your behalf.

• 01

  01. Establish

  Our initial consultation will allow us to address issues and concepts related to your retirement assets and yours goals and clarify the scope of our relationship moving forward.

• 02

  02. Gather

  This step serves as the foundation for the work we do together. I don't presume to know your objectives, so I will take the time to listen and learn about what is important to you. Reviewing your current asset is easy. The most important element of the gathering process us taking the time necessary for me to learn about you and your situation. The more I know about you and your goals, the better my investment recommendations will be.

• 03

  03. Clarify

  Through our initial consultation and of the information you provide, we are able to establish a clear, objective picture of your current situation and how it aligns with your goals.

• 04

  04. Develop

  Upon understanding where you currently stand, and based on your retirement goals, objectives and priorities, I will select a group of no-load mutual funds that will focus on achieving your financial objectives. I will then send you my no-load mutual fund recommendations and allocation of assets by percentage.

• 05

  05. Implement

  It is up to you to implement my recommendations in any self-directed brokerage account (ie Schwab, TD Ameritrade, etc.) of your choice. All my recommendations will be in well-know, highly regarded no-load mutual funds and all funds will be available by self-directed brokerage you have selected.

• 06

  06. Monitor

  Mutual fund investments are dynamic and performance varies over time. If you retain me to actively monitor the investments I have recommended, I will make new recommendations if, and when warranted. Monitoring and on-going recommendations will continue indefinitely, for as long as you retain the investment monitoring services of Advise & Monitor Financial.