Our Process
Wealth Advisory Process
QRS Wealth Advisors has adopted the following 5 step process to help you pursue your financial goals through a disciplined process and prudent practices that are objective and independent.
Discover
Conduct a Discovery Interview in order to understand your goals and objectives and gather information about your situation.
Assess
Evaluate your Assets and Resources in order to perform a Gap Analysis and Investment Proposals.
Discuss Options
Provide appropriate options including Asset Allocation Strategy, Risk Analysis, Cost Management, Investment Policy Statement, Insurance Audit and Wealth Protection Strategies as needed.
Implement
Create and implement customized strategies in your Action Plan that includes the evaluation and selection of specific investment managers and insurances as needed.
Manage Change
Monitor the changes that may occur in your plan and provide Progress Reports with updates and observations.