At the heart of Westport Resources Private Client Group's operation is a proprietary process for ensuring that your wealth and assets are employed optimally to provide for your current and future needs. The first step is to set up a baseline of your financial life. We populate a database with current information from your tax returns, investment statements, wills, trusts and other pertinent documents. The second step is to understand you and your family, your goals, obligations and aspirations. We have designed an interactive process which allows you to see the financial impact of various choices considering multiple "what if" scenarios. We can change expenses, projected rates of return, tax rates, income forecasts – any assumption we have made in compiling and understanding your life. We then evaluate your risk tolerances in light of future financial requirements. We help you to set your priorities from college and retirement to large expenditures such as vacation homes and kitchen renovations. The next step is to analyze your existing portfolio. We utilize the industry's best technology and research offerings in a proprietary combination to analyze how your assets are currently invested to support your goals. After this evaluation, we design a comprehensive customized model portfolio that illustrates how Westport Resources would manage your assets to better meet your goals. We test our model against the same rigorous standards through which we put your existing portfolio. Our clients find this process very empowering. They have more choices on how to use their wealth more effectively than they ever expected.