Our structured, seven-step process enables us to provide you with a detailed assessment of your current situation as well as a comprehensive, prioritized plan to fulfill your purpose and achieve your goals. We provide both initial and ongoing guidance so that you are able to see your progress and make refinements as necessary due to changes in your own situation or to adjust to changes in market conditions. Staying Focused on What Really Matters We believe that investor emotions can play a major part in the success or failure of an investment portfolio as well as the overall wealth plan. For most of us, money is bound up with powerful emotions such as security, confidence and even, sometimes, fear. But the emotions of investing can cause you to lose focus on important areas of your financial life, most of which have absolutely nothing to do with the stock market. We know that remaining patient and disciplined can be extremely difficult, especially when stocks or other assets are soaring or plummeting. The way our brains are hard-wired can cause us to make emotional decisions about our money at precisely the wrong moments.

Website: kenboone.com

Phone: (209) 847-3700

Cross Streets: Between Blankenship Ave and N Bryan Ave