Our Process
At Genesis, our process is different. We spend a great deal of time learning what it is you truly care about, what you value, and how your dreams connect to your values. Then, and only then, do we move on to create a financial plan and design a supporting investment portfolio.
Have a Question?
We know that the financial media overwhelms you with terms and opinions that are often confusing. Even the best of us fall into that trap. If you’ve heard a term or a phrase that you don’t understand, please ask us what it means. We’d be happy to try and explain.
