New To Investing?
Step One - Getting Personal
What are your wants and needs? How much risk are you willing to take, for how much reward?
At Tonka, we have all of our financial clients take a very simple but "tell-all" questionnaire. We believe perscription without diagnosis is malpractice.
Step Two - Back to School
Not exactly what anyone wants to hear but being educated is an important step in making you more empowered, confident and engaged in persuing your own goals.
Step Three - Data Collection
A fancy word for Paperwork....
We give you a simple to follow but not-so-short data collection form to analyze what you have and what you want to have.
Don't worry, we are here to help you along the way to make it as painless as possible.
Step Four - Analyze and Review
Now that we have gotten to know each other better, together, we can Plan and Advise... it's what we do.
Let the fun begin!