DocFolios ®
DocFolios is a process unique to Blackhawk Capital Partners’ Clients.
Every individual’s personal economy dictates a specialized approach to finance no different than a doctor prescribing the right medical procedure. The DocFolios® process has four key steps:
Our Process
(click icons to move through the steps)
1
2
3
4
Step 1:
Determine your risk tolerance, long term goals, and varying outcomes through extensive client interaction
Step 2:
Vet your current personal economy to determine if your strategy aligns with your ultimate objective
Step 3:
Prescribe a plan of action tailored to your personal economy
Step 4:
Implement, monitor and adjust in tandem with changes in your personal economy
1
2
3
4
Step 1:
Determine your risk tolerance, long term goals, and varying outcomes through extensive client interaction
Step 2:
Vet your current personal economy to determine if your strategy aligns with your ultimate objective
Step 3:
Prescribe a plan of action tailored to your personal economy
Step 4:
Implement, monitor and adjust in tandem with changes in your personal economy
How DocFolios can help you:
- Asset Protection
- Practice Planning
- Tax Planning
- Estate Planning
