our process

labadie financial
Your expert to your legacy.

Mutual trust is hard to achieve, but imperative to a long lasting relationship. When it is accomplished client’s ask questions to understand instead of questioning the advisors’ motives. From there the possibilities are endless.

1. Earn Trust

Being referred to us creates a sense of implied trust. We explore values to determine if a mutually beneficial relationship can be created.

2. Seek to Understand

Clearly defining your risk tolerance is at the forefront of creating a customized plan. We utilize behavioral and financial risk assessments to precisely match your feelings about risk to your portfolios actual risk.

3. Planning opportunities

Developing a customized plan that encompasses your goals and risk profile, presented in a concise manner, and monitored routinely to ensure we never lose sight of what’s most important to you.