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- Before we discuss your retirement or your investments, and even before we meet, there are two things we ask you to do. The first is listed below as the First Step. It addresses your Wants & Needs, your Goals & Dreams, your Values and lastly what role or roles you want us to play in this relationship. Complete the First Step and email it back to us. The Second Step deals with your ability to handle financial volatility. Some call it 'risk tolerance'. Once we receive your answers to the subjects raised in the First Step exercise, we will send you a questionnaire to complete that will help you to identify, and us to create an investment portfolio suited to your investment personality. Once this is finished, we will set an appointment.  Thank You. The Just Plans Team |
