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900 Canterbury Place, Suite 340, Escondido, CA 92025
(760) 658-8780
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New Client Resources

Before Your Initial Meeting

So you're thinking about working with an advisor. That's great news! We never charge for initial meetings, so if you're not entirely sure you're ready to commit, we're more than happy to review your portfolio and then let you make your decision. 

We have two resources we ask you to utilize before that initial meeting. 

Asset Map Financial Discovery

Asset Map Financial Discovery

To get to know your financial situation a little better please click below to access the Financial Discovery via Asset Map. You'll be asked for your different types of accounts and approximate values, as well as your financial concerns.

Please click below to get started.

<strong>Risk Analysis</strong>

Risk Analysis

One of our fundamental services at MKT Advisors is to help you understand how your portfolio may behave in different market cycles. We do this through calculating your risk tolerance. As part of our management process we ask clients to partake in a risk questionnaire. It's a useful tool that allows us to help you understand the amount of risk you're willing to take via the holdings in your portfolio.

Please click below to get started.