Step 1: Am I The Right Advisor For You?
Before we meet, you may wish to ask yourself which values are important to you, both in yourself and in your ideal Financial Advisor. Because choosing a Financial Advisor is one of the most important decisions you will ever make, consider asking these seven questions first:
Seven Questions to Ask Any Potential Financial Advisor
Contact me, and I will be happy to answer your questions honestly and transparently. We can talk about how wealth management can help you to achieve your goals, and determine if this approach is right for you.
Step 2: Discovery Meeting
At our first meeting, I will seek to gain a deeper understanding of your individual needs and circumstances so that we can clarify your financial goals. Lets talk about your family, your health, your work or your business, your home, and your legacy. We will determine where you want to go and the obstacles you currently face in achieving what is important to you. These are the foundations that help me to understand what you need and how we can make your money work for you.
Step 3: Strategy Meeting
I will review the information gathered at your discovery meeting and present a complete analysis of where you are now as well as my specific recommendations on how your goals can be achieved. In creating your unique strategy, we will consider your personal tolerance for risk as well as your time-horizon. We will fill in the identified gaps and work on a highly personalized roadmap to get you to that destination.
Step 4: Solutions Meeting
Now that we have your roadmap we need to make sure we have the right products in place to drive you to your destination. We will discuss the recommended solutions tailored to your personal objectives, selecting from a wide selection of world-class products and services. We will also discuss in detail the fees associated with those products and services so that you are fully informed before any commitment is made.
Step 5: Review Meetings
Using our disciplined review process, I will meet with you at agreed upon intervals throughout the year. As required, we will make changes to your portfolio to match your risk tolerance and time horizon. We will also address any other changes to your circumstances or obstacles in your life and adjust the roadmap accordingly, giving you the confidence of knowing you are on track to meet your financial goals.
As part of my commitment of working with you every step of the way, we can also spend some time each year discussing other topics within the wealth management process. This may include tax-minimizing strategies and options for protecting your family, your wealth and your estate. By building a professional relationship based on trust and integrity, we can continue to work together towards the financial success you dream of.