Investment Audit™

Investment Audits are designed to determine the amount of volatility (or risk) that each individual is willing to endure.

You may have completed something like this online or through a financial institution. That is good experience. We look at taxes and fees because they can be a substantial drain on your assets.

Our approach is different in that the Bucket Planning Process™ requires different volatility tolerance analysis for your income (Soon Bucket) and Growth (Later Bucket). With this information we can plan your income, taxes and fees for a longer term in retirement like an architect.