Broker Check

Starting Out - Steps for New Investors

Step One - Getting Personal

What is your investment personality?  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, that gives us your general suitability towards investing and is our first step to getting to understand your needs and goals.

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 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 discuss what investments we believe will work best for your portfolio and put them to action.  

Let the fun begin!