What to Expect
Whether you’ve met with financial advisors before, or this is your first time, here’s a look at our process. Through it all, we commit that we will always act in your best interest.
1) DISCOVERY:
• Goals and concerns.
• Prior experience working with advisors.
• Family and hobbies.
• Business and finances.
• Retirement goals.
2) PROGNOSIS:
• Wholistic view of your information.
• Establish your risk tolerance.
• Evaluate your existing investments.
• Review your insurance policies.
• Look at the timeline for your goals.
3) RECOMMENDATION:
• We will prepare specific, targeted recommendations designed for your unique financial goals.
• Those recommendations will target your needs and wants in retirement.
• We will address and recognize your long-term family goals.
4) IMPLEMENTATION:
• Implement: Once we are agreed upon the strategies for your situation, we will put them to work. We will set expectations and clarify the steps to put your plan in place.
• Monitor: We will meet regularly to monitor the plan as we go through your life stages.
• Manage: We will adjust as your life and goals may change along the way
Have More Questions?
Check out this article, “Your First Meeting with a Financial Professional.”