Our Disciplined Process

RICH BARDUE, CFP® Managing Principal Senior Financial Advisor

Disciplined Wealth Management Process:

At the heart of the relationship between you and Rich Bardue is a fundamental commitment to helping you achieve your life goals. Whether you have a specific need or need comprehensive financial advice, Rich offers the advice, experience and guidance that can help you turn these goals into realities.

His approach helps make sure you have a plan that keeps pace with changes in the market and changes in your life. It involves four key steps:

1. Understanding Your Goals —

Gaining a clear understanding of your life goals is the first step in the advisory process. We will spend the necessary time getting to know you, your interests, preferences and values. Once these are defined and your goals understood, we can begin developing your plan.

2. Developing a Plan —

We will work with you to create a customized plan to help you achieve your goals. Your plan will be built on a sound strategy that incorporates your needs, time horizon and risk tolerance.

3. Implementing Customized Strategies —

Once your plan is established, we will recommend custom-tailored strategies and coordinate specific recommendations with your other professional advisors as needed.  Together, we select from a broad array of products and services and implement the strategies that make the most sense for your situation. 

4. Evaluating Progress —

Throughout our relationship, we will communicate with you regularly to assess your progress. This ongoing evaluation helps make sure that your needs and expectations are being met. Recommendations and allocations are adjusted over time to address your evolving goals and changes in the markets.