As a client of Invest Blue, we will always start with getting to know you well before we recommend a Wealth Management Strategy. This important foundation helps us both to clarify what is most important to you, your dreams and goals, your current situation and what your best possible life might look like. We will also undertake a risk preference analysis so we can understand your tolerances.
From there, we need to take you on a journey to understand your options and be aware of the trade-offs each choice inherently holds. To do this we will explain your options, outline our beliefs about Wealth Management, discuss your preferences, and then make recommendations that we believe best suit your needs.
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