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1. Understand Investment Risk

Determining what you’re willing to risk for potential gains is the key to becoming a fearless investor.  By taking a quick assessment that covers topics such as portfolio size and your top financial goals, we pinpoint your exact risk number.  This risk number will guide our decision making process.

2. Review & Align Current Investments

4 out of 5 people have more risk in their portfolios than they previously realized.  We make sure your portfolio risk number matches your personal risk number.  The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

3. Test Your Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

4. Risk vs Reward

We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.

5. Peace of Mind

Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can to do to increase it.

Granite Financial Partners - Success Beyond Today

Milford Office

388 Nashua St.
Milford, NH 03055
(603) 554-8551
success@gfpnh.com

Pepperell Office

3 Hollis Street
Pepperell, MA 01463
success@gfpnh.com

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LEADERSHIP (Inner Circle)
is to inspire and engage others as demonstrated by your ability to be:

  • Courageous
  • Compassionate
  • Competent
  • Collaborative
  • Character-full

STEWARDSHIP (Center Ring)
is the passion and discipline to protect the long-term interests of others as demonstrated by your ability to be:

  • Aligned
  • Attentive
  • Adaptive
  • Accountable
  • Authentic

GOVERNANCE – Neurological Markers (Outer Ring)
is your ability to manage a procedurally prudent process, which requires that you demonstrate a process based on:

  • The best interest of those served
  • Industry best practices
  • Generally accepted industry principles.
  • Procedural Justice

    The capacity for ethical leadership, particularly one’s ability to enact a fair, just, and transparent process to resolve moral conflicts or to allocate limited resources.

  • Vision - Inspiration

    The capacity for transforming leadership – the ability to connect with others and provide shared visions and strategies that engage, gain commitment and alignment, and inspire higher levels of performance.

  • Self - Complexity

    The capacity to understand one’s own self within changing roles and requirements, and the ability to adjust and adapt thoughts and behaviors to enact more appropriate responses to ill-defined, changing, and evolving situations.

  • Executive Control

    The capacity to regulate thoughts and emotions and to resolve conflicts between impulsive desires and adherence to the achievement of higher order and longer-term goals.

  • Situational Awareness

    The capacity to (a) perceive changes in one’s environment, (b) interpret changes to determine whether and how changes may impact goals and objectives, and (c) make predictions as to how changes may impact future events.

  • Social Astuteness

    The capacity for: (a) social inteligence, (b) interpersonal influence, (c) networking ability, and (d) sincerity.