Step 1: Risk QUICK CHECK
We know that unknown risks can be scary when investing and in live in general. We explain the process. You explain your needs and concerns. We give you a quick check assessment of possible ease or complexity of the next steps. Our goal is for you to "Invest Better".
Step 2: Risk Proforma PLAN
Here is where our team of Risk Experts get to work. If you would like we can also bring in your team on this analysis. Based on your QUICK CHECK we meet with you to collect more details regarding your concerns, the industry, timeframes, projections and more. Then we go into RiskBEASTMODE. We buckle down and assemble a comprehensive assessment called a Risk Proforma. We review our first pass and then provide a final proforma after your inputs are incorporated. We do this using the PDCA "Plan Do Check Act" Model. Our goal is for you to "Invest Better".
Step 3: RiskFAX REVIEW
We provide comfort. The RiskFAX Score gives you more information to make better decisions on your investing and your investment offering. Here we provide you with the option of going over your Risk Proforma and your RiskFAX Score, and providing further options for questions for your suppliers, your business, and or the company you are thinking about investing in. We can not provide investment advice, but we can provide questions for you to ask so you have a clearer picture of what the overall risks are. Our goal is for you to "Invest Better".
Step 4: RiskFAX BUNDLING
Details help you make better decisions and better investments. We provide a comprehensive report, complete with bundling if you have investment options that rely on one another. All the RiskFAX can be explained and reviewed in one or two one-on-one consultations to ensure you have all of the details you need to make your money moves with more confidence. Our goal is for you to "Invest Better".
Step 5: Risk SUPPORT
We care about you, your family and helping to protect your assets. Support is key. If you are a business owner and will continue to have Risk Proforma needs, or you are an investor who could benefit form knowing a RiskFAX Score, we are here for you. Long term reuse of our services can be set up on a retainer contract. Buy a retainer consult and we can set up an annual contract that fits your needs so you can continue to KNOW the risks and "Invest Better".