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Our process is designed to help you understand how we can support you to achieve your goals and provide you with the information you need to make a good decision about our services. |
You’ve worked hard to get where you are in life. Now your money can work hard for you with our LifeSync® experience. LifeSync is our approach to planning that helps align your financial objectives with your personal aspirations to help create the unique path to the life you want to live.
We take the time to get to know you, your situation, and what you are looking for in an advisor relationship. We will also take the time to answer any questions you may have about our services and how we work with clients. At this time, there are no commitments made: the purpose of this meeting is to give you enough information to make a good decision about our team and to determine if we can add value to the planning you have done for you and your family..
If we decide to move forward, we will need to understand the details of your financial life. We will send a list of information that is helpful for our analysis, including items like mortgage statements, 401(k) snapshots, tax returns, etc. These will help us gain an overall understanding of your full financial picture and prepare us to take your efforts to the next stage.
During this interactive session, we will go over our initial observations and help you understand what possibilities the future could hold. Together, we will run interactive “what if” scenarios to understand the impact of pursuing various alternative goals and the trade-offs of the decisions you face. As we clarify your goals, we will work with you to create contingency plans to help you stay on track.
At the end of this process our only ask is that you think it over. Our goal is to develop long term relationships and if you believe that we are a good fit to be your partner in planning, we look forward to working together.
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IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.