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© 2008 QRS Wealth Management LLC. All rights reserved. Disclosure Information
Understanding
We start by gaining an understanding of your unique circumstances. We actively listen to you and ask insightful
questions so that when setting goals, together we can be realistic as to what must be accomplished to meet your goals.
By gathering your current financial information, your present situation will be carefully analyzed. This is the starting point
for preparing a plan customized for you.
questions so that when setting goals, together we can be realistic as to what must be accomplished to meet your goals.
By gathering your current financial information, your present situation will be carefully analyzed. This is the starting point
for preparing a plan customized for you.
QRS uses a four-step cycle to guide each client along the path of success. By adhering to a disciplined process, your QRS advisor will provide
high-quality advice and assist you with the implementation of our recommendations. Your relationship with your advisor will be a professional one,
built upon open communication, integrity, and trust.
high-quality advice and assist you with the implementation of our recommendations. Your relationship with your advisor will be a professional one,
built upon open communication, integrity, and trust.
Strategic Planning
Once QRS has a thorough understanding of who you are, where you are financially, and what your goals are, a
strategic financial plan is prepared. This plan will be the foundation to your success. Together, we will careful review
this fully integrated plan. There will be tactical details focused on meeting your objectives. We can discuss "what if"
scenarios and change inputs to better understand the dynamics of your financial journey.
strategic financial plan is prepared. This plan will be the foundation to your success. Together, we will careful review
this fully integrated plan. There will be tactical details focused on meeting your objectives. We can discuss "what if"
scenarios and change inputs to better understand the dynamics of your financial journey.
Implementation
What good is a plan that is not acted upon? Your advisor will assist you with placing your plan into action. We can
work with other advisors such as an attorney with updating your estate plan and an accountant with income tax related
matters. Your investment portfolio can be positioned so that it is aligned with your long-term objectives. You can be
reassured there will be a professional guiding you toward your ultimate financial goals.
work with other advisors such as an attorney with updating your estate plan and an accountant with income tax related
matters. Your investment portfolio can be positioned so that it is aligned with your long-term objectives. You can be
reassured there will be a professional guiding you toward your ultimate financial goals.
Review
It is important that we periodically review and evaluate the progress being made. This will be done with a critical eye
toward answering the "5 Ws:" Who, What, Where, When, and Why. We will analyze what is working and what areas
may need to be modified. Often circumstances change and a client may need to adjust goals. Your QRS advisor will
work with you to help you clearly understand your financial condition and how to meet the challenges of tomorrow.
toward answering the "5 Ws:" Who, What, Where, When, and Why. We will analyze what is working and what areas
may need to be modified. Often circumstances change and a client may need to adjust goals. Your QRS advisor will
work with you to help you clearly understand your financial condition and how to meet the challenges of tomorrow.
The QRS USIR Process
More Information > Philosophy
Quality Advice Results in Your Financial Success
