The IQ Process Step 1: Let's get to know you and determine where you are going ! We will help you identify your goals and evaluate your current financial situation ! Your Financial Goals: Personal net worth statement: Cash flow analysis: Comprehensive risk management plan: Step 2: Let's capture your risk number and align your portfolio ! Ask yourself these questions and know that we can help ! How Much Risk Do I Want? How Much Risk Do I Need? How Much Risk Do I Have? How Much Risk Should I Have? Step 3: Let's build, implement and monitor your unique action plan ! Accept your personalized financial plan and investment policy statement The Financial Plan: The Investment Policy Statement: Have a Question Name Email Phone Question Thank you! Oops!