Every financial advisor has their own approach to client relationships. If you’re not a client but want to learn what our approach is (or you’re an existing client who needs a refresher), you can expect a cadence similar to this.
• A loose idea of your current investing challenges, goals and questions
• If you think we could help
• Create and present a investment plan based on our findings
• Invite you to poke, prod and give your input
A casual, informal introduction to determine a couple of things:
• If we would get along (this is important)• A loose idea of your current investing challenges, goals and questions
• If you think we could help
If we decide to move forward, we will:
• Ask you for more specific information• Create and present a investment plan based on our findings
• Invite you to poke, prod and give your input
Keeping You Informed
Responsibly managing your investments is just part of our job. Equally vital is ensuring you are in the loop about your account.
To achieve this, you will receive:
A Welcome
Orientation
where we will show you how and where to login to your account and cover other basic — but essential — information.
Monthly
Messages
that summarize market happenings, investment headlines and other information we feel you should know.
Periodic Formal
Check-Ins
so you can share updates about your life and goals while we discuss your portfolio’s progress.