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.
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.