Our Process

Wealth Advisory Process

QRS Wealth Advisors has adopted the following 5 step process to help you achieve your financial goals.

 

DISCOVER

Conduct a Discovery Interview in order to profile your goals and objectives.

 

ASSESS

Appraise your Assets and Resources in order to perform a Gap Analysis.

 
EVALUATE OPTIONS

Provide appropriate options including an Asset Allocation Strategy, Investment Policy Statement, insurance audit, wealth protection strategies, as well as tax planning review.

 
IMPLEMENT

Implement customized strategies in your Action Plan that includes the evaluation and selection of specific investment managers, insurances as needed, along with wealth protection and tax reduction concepts.

 

MANAGE CHANGE

Monitor the changes that may occur in your plan and provide Progress Reports.