1911 11th Street, Suite 207, Boulder, CO 80302 Phone (303) 443-6644 Fax (303) 443-7755 Email info@kydecap.com

OUR PROCESS

KCS has developed a six step planning process which is simple, efficient and thorough.

I. Discovery—This entails an in-depth discussion of your life goals and aspirations and can include the creation of a Personal Vision Statement. From your vision we derive an image of success; this becomes our success measure. Once success measures are established, we help you transform them into specific, measurable objectives.

II. Information Gathering—The validity of our recommendations depends upon the accuracy of the information you’ve provided. Much will come to light during initial discussions, however, to ensure accuracy and thoroughness, we also provide you with a series of key questionnaires, covering different aspects of your life and ask you to complete them. Additionally, we’ll need to see several other documents such as your tax returns, personal balance sheets, income and expense tabulations, wills, trusts, employee benefit information, qualified plan summaries, listings of potential inheritance and so on.

III. Analysis—Once we’ve gathered, organized, and checked your information for completeness, we begin our analysis. This involves assessing your current situation both by itself and in relation to the objectives established in step one. We can then identify strengths, weaknesses, opportunities and threats, present and future, that need to be taken into account to enable you to achieve your stated objectives.

IV. Plan Design—To make the most of opportunities for strengthening and improving your financial situation, we design a plan to support your desired results. Drawing from techniques within multiple disciplines, we compile cohesive strategies that target your specific needs and goals. Each strategy is then further distilled into clearly defined tactics with assigned priorities. Finally, an action plan is created to serve as a roadmap to achieving your objectives.

V. Implementation—On your approval, we put the plan in motion by reallocating your current portfolio, establishing qualified plans, purchasing life insurance, having documents drafted etc. Portfolio reallocation is done over time, utilizing the benefits of dollar cost averaging.

VI. Monitoring & Reporting—Your plan is a living document that needs to be reviewed periodically to ensure its continued appropriateness. Portfolios are reported on and rebalanced quarterly. At that time you receive a detailed performance report accompanied by an analysis of the past quarter and recommendations for the coming months. Periodic meetings are scheduled for in-depth reviews of your current situation.

Investment advisory services provided by Kyde Capital Strategies LLC, a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc.,
a Registered Broker/Dealer, member FINRA/SIPC. Kyde Capital Strategies LLC and Cambridge Investment Research, Inc. are not affiliated.