Our Process
A personalized approach to investing.
Focused strategies aligned to you and your values.
What to Expect
Our goal is to address your individual needs while prioritizing your values and goals.
Strategy Call → Let's Chat!
The goal and purpose behind this strategy call is to get to know you, your goals, your current investment strategy, and how we can best serve you. If together we decide to move forward, we will set the groundwork for the proposal creation process.
Proposal Creation
Once we've had ample time to meet with you, we will then start the proposal creation process.
- Client Discovery: Qualitative and quantitive questions designed to help us better understand your financial position and future goals.
- Proposal: Custom investment portfolio aligned with your values and future goals.
- Review Call: This meeting is designed for proposal review and Q&A.
Review & Implementation
Once complete, we will do a final review and start the implementation process. Together, we will align our ongoing strategy with your desired goals.
Ongoing
"We strive to empower individuals to embrace financial confidence and unlock the path to a life truly well-lived."
As your Financial Advisor(s), we are in your corner to help you stay on course as your life circumstances evolve and change.
Retirement & Investment
Resources
Get the latest information and resources for everything retirement and investment related.
Office of James Rockwell & Zach Carothers
106 West Main Street, Suite 2,
Grangeville, ID 83530
(208) 983-3027