Process

Before you entrust us with any of your hard-earned money, it's extremely helpful for us to get to know you better.

First, we'll arrange for you to visit our office where we'll conduct a confidential analysis of your current financial situation. At that time, we will discuss, in depth, your financial goals and objectives.

Next, we'll help you complete a risk tolerance questionnaire designed specifically for our clientele. This will help us determine, together, what investment/personality profile you are and what your investment strategy should look like.

From this profile analysis, we will create a tailor made investment policy that will reiterate back to you what your specific goals and objectives are and what risk parameters we will use to reach them. All Star Financial will then begin investing your money, consistent with your Investment Policy Statement, using the Limited Power of Attorney you have granted us.

Finally, we'll open an account in your name at either Fidelity or Charles Schwab. Monthly statements, as well as quarterly reports from All Star Financial, will keep you apprised of your balances and all transactions. Daily online access is also available for those computer savvy clients We will meet face-to-face, at least semi-annually, to review any changes we have made in your asset allocation and to reassess your goals and objectives. It is our belief that financial planning and investment management is an ever-evolving process. We want to be able to adapt as your goals and objectives change.