WE CALL OUR PROCESS NAVIGATION
We start a discovery process to better understand your unique needs, goals and priorities. Based on what we learn, we develop a customized picture of your goals and establish key priorities.
We don’t believe in a “set it and forget it” approach, because every investment strategy needs regular monitoring and potential course correcting. That’s why your Bankoh financial advisor can meet with you regularly and, when necessary, take a fresh look at strategies or tactics that need to be modified as your life and needs change.
Our #1 goal is to help you create a financial plan you can not only understand but also believe in. So, we take the time to make sure you are in sync with what we are recommending and why.
We not only set your plan in motion, we can even bring together all of your prior investments and financial partners, including your CPA, attorneys and others. In effect, we are able to act as the “quarterback” of your financial plan, so you don’t have to start at square one.
Once we have set a strategic course, we begin building or identifying a customized portfolio that reflects your risk tolerance and helps get you to your long-term objectives. We are always available to advise and adjust as needed.
Protect Yourself from the Unexpected
At every stage of your financial journey, preparing for the unexpected should be top of mind. Learn more about the insurance products that will protect you in health, home and assets.