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A disciplined process leading to tailored financial solutions

How can you be comfortable with the amount of risk you’re taking yet confident that your portfolio will help you reach your goals? At BMO Harris Financial Advisors, we help clients achieve this balance using a thorough, disciplined approach to financial planning. Working together with you, your financial advisor follows a multi-step process that results in a plan customized for your situation.

Our approach diagram
  1. Clarify your goals. Define your core values, dreams and investing preferences.
  2. Assess where you are. Get a clear picture of what you’ll need to reach your goals, including any challenges that may hamper your progress.
  3. Create an action plan. Develop a comprehensive financial plan that aligns your goals with specific steps.
  4. Evaluate your options. Help you choose among various investment solutions by demonstrating how each may impact your lifestyle today and in the future.
  5. Implement your plan. Balance risk and reward to help you maximize the value of your investments and your income stream.
  6. Manage change. Monitor and adjust your plan over time so that it continues to meet your changing needs and supports the lifestyle you want.

Ask a BMO Harris financial advisor to help you get started on a financial plan.

Contact a Financial Advisor