At Ragnar Wealth Management LLC we believe strongly that a client’s financial success is highly dependent on their financial behavior. Of course, how you invest is as important as the act of investing – but your behavior trumps everything. That is why at Ragnar Wealth Management, LLC we always focus on first creating a plan to guide behavior. And that plan needs to be specifically designed for the life each of us wants to create and to live. It isn’t a ‘one size fits all’ process, but a process of listening, understanding, and educating. Once we have the plan in place, the investment strategy will be a tool to support the plan.
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Step 1 : DISCOVER : we get to know you and find out what your goals are. We also try to understand what makes you YOU.
Step 2 : GATHER :we gather all the information pertinent to your financial life – which is pretty much everything
Step 3 : ANALYSE :we spend time analyzing the information
Step 4 : CONSTRUCT : we construct a plan to fit you, your goals, and your life
Step 5 : IMPLEMENT : the plan gets implemented
Step 6 : MONITOR : this step is perpetual because we all know that things change. This is where we monitor and review the plan. If a major event happens for you, we need to know to make sure we can stay on track.