Graves Financial Wealth Management

By Robert O. Graves, CFP® CERTIFIED FINANCIAL PLANNER™ Part of creating a Life Plan for clients requires assessing their risk tolerance. I ask the following question: “How would you feel if you lost 10 percent of your savings because of a market downturn?” “I think I’d be OK with that”, a client says. “How about this: if you had $1 million and lost $100,000, how would…

Graves Financial Wealth Management
QR Code
Embed the QR code on your website: