Clients and advisors work best together when they have mutually compatible thought processes. To better determine the potential comfort level for both sides of our client/advisor relationships, we use several assessment filters.

The first filter is "The Gurney Profile", which produces a psychological overview of how a client thinks as an investor. It will identify how involved you would like to be in the management of your money, as well as how anxious you become when dealing with money matters.

"The Investment Filter" gives both parties a comprehensive measure of your tolerance for investment risk. This information helps us to determine the most appropriate portfolio asset mix for each individual.

Once we have determined, with the help of these filters, that we have a win-win situation, we move on to the focal point of our Process - Step 2: The Enhanced Lifestyle Planner.

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