STEP-BY-STEP STARTER GUIDE
Not sure where to begin or if you even need an investment adviser? Our 4 step process will help determine if Park and Elm is right for you.
In this complimentary evaluation, we listen to you and learn your goals. We then educate you on our approach, gather necessary data, and officially begin our relationship.
We review your current situation and utilize our cutting-edge risk assessment technology to match your personal risk tolerance with your investment strategy.
RECOMMENDATION AND PLAN OF ACTION
After we’ve completed our initial analysis, we begin developing a disciplined approach for achieving your specific short- and long-term goals.
COMMUNICATE AND CONTINUOUSLY