Our team has developed and refined a process to help successful people and entrepreneurs put all the pieces of the financial puzzle together. It’s a dynamic process that adapts and changes as their lives unfold and their needs evolve – we call it our D3 System.
What Are Your Goals?
Answering the Why
Our approach is to get to know each person. What are your goals? What are your fears? Then we help you answer the “why” question. If you know “why” we are developing your financial plan together and “why” we are making investments to help achieve your objectives, then you can handle anything that is happening in the market with peace. We build plans based on those goals that focus on maximizing returns while minimizing risk. We review and adjust as we go along — at the very least annually.
Understanding Risk
Is Critical to Success
We specialize in helping you understand risk and what risk means for you and your portfolio. To achieve this, we use a tool called “Riskalyze,” a two-step system that starts with a “Risk Tolerance Questionnaire,” a series of questions that measures your comfort level with risk and scores it as a number from 1 – 99. It then measures risk on every security in a portfolio, so we can make any adjustments needed to better align investments with the client’s risk tolerance.
D1 — Discover
At our DISCOVER meetings, we get to know you, your goals and why they’re important.
D2 — Design
We then DESIGN a plan designed to help get you to your goals safely and on time.
D3 — Deploy
Once you approve the plan, we then DEPLOY all the steps needed to put things in motion.
Are Your Investments Thriving or Surviving?
Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.
Contact Us
16845 E. Ave. of the Fountains, Suite 106
Fountain Hills, AZ 85268
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Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed.
Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Certain Advisory Persons, in their individual capacities are also registered representatives of Encompass More Investments, LLC, Member FINRA/SIPC. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
