Our Process
Discovery Meeting:
Every great journey begins with understanding where you are and where you want to go. In this initial discovery meeting, we’ll take the time to get to know you— your values, your financial situation, and your life goals.
What to expect:
- A deep dive into your current financial landscape
- A discussion about what keeps you up at night
- A clear understanding of your objectives, whether they relate to retirement, wealth protection, or leaving a legacy
Presentation of Your Plan:
During this meeting, we’ll present a customized financial plan crafted specifically for you. Our proposal diagnoses your current financial situation, addresses any gaps, and provides clear recommendations for moving forward.
What to expect:
- Tailored strategies that align with your life and values
- Identification of potential gaps and risks
- A collaborative review of your options, so you feel confident about the road ahead
Take Action Meeting:
Once you’ve had time to review your plan, we’ll meet to answer any questions about the plan and decide what to implement.
What to expect:
- Answer your questions about the plan
- Build out next steps and prioritize the gaps to address
- Full onboarding as a FirstHarvest client, giving you ongoing access to our team with experience and expertise
Tackling Any Pressing Gaps:
Sometimes immediate action is needed to address gaps identified in the Take Action meeting.
What to expect:
- Work with our team to resolve any immediate action on gaps identified in the Take Action meeting.
FirstHarvest Wealth Management Group’s Investment Process
FirstHarvest Wealth Management Group offers a disciplined, emotion-free investment approach using technical analysis to manage market risk across industries, sectors, and individual investment decisions. The process begins by understanding each client’s financial goals and needs, helping to plan for the future. FirstHarvest utilizes technical analysis to make investment decisions, focusing on factors like "relative strength." This refers to securities that show a pattern of higher highs and higher lows, indicating strong demand and control by buyers rather than sellers. While investment performance cannot be guaranteed, securities that exhibit this behavior are more likely to increase in value.
Determining Investor Suitability
As fiduciary investment advisors, FirstHarvest Wealth Management Group prioritizes understanding each client's investment tolerance and risk profile. We offer unlimited customized asset allocation blends tailored to our diverse client base. Our specialized approach uses a proprietary investment methodology that incorporates technical analysis to identify opportunities and help protect clients from stock market risk.
Determining When To Invest
At FirstHarvest Wealth Management Group we emphasize entry and exit decisions based on price movements through technical analysis, guided by the law of supply and demand. Technical analysis is an emotion-free process that avoids getting caught up in company or industry narratives. Investments are made using key technical factors, especially relative strength. This occurs when a security shows a pattern of higher highs and higher lows, indicating higher demand than supply, with buyers in control over sellers.
Determining When To Exit An Investment
At FirstHarvest Wealth Management Group, we help reduce portfolio risk by employing a Sell-Side Discipline. Before investing in a security, we set an exit point based on an acceptable loss percentage or price. If this point is breached, the security is sold, ensuring that profits are protected, risk to principal is minimized or risk of loss mitigated. This pre-determined exit strategy helps mitigate portfolio risk, especially during market corrections.