Whether you are ready to meet a financial advisor early in life or a bit later, it is IMPORTANT to:
Please call us to take advantage of our complimentary Explore and FIT meeting. We can talk by telephone or meet in person.
Then we'll move on to our Planning meeting. A few simple steps will get you on the right road. Visit our New Client Process to see how we get started.
1. Let’s Organize
Let's collect your financial documents. Accounts everywhere? Inherited IRAs still stuck with their original broker? Nothing written down? Fearful of the market? No estate documents? Life too busy? Does that sound familiar? Let’s get going, by organizing your finances and simplifying your life.
2. Let’s Make a Target
Now that your organized, let’s establish some goals. Let’s talk about family, aging parents, a home, college, loans and the good, the bad and the ugly. And don’t forget about the fun!
3. Let’s Identify Your Options
You can keep it simple, be more aggressive or any style in between. A financial advisor can develop strategies that are effective in both bull and bear markets. There are a variety of financial products available from financial advisors.
4. Let’s Plan
Time to select the options that are appropriate for you.
5. Let’s Implement
Now we take the Plan and create a simple structure that’s easy to follow.
6. Let’s Keep Talking
We focus on service, each and every day. We will keep talking with you consistently. The financial landscape changes and we partner with our clients for the long haul.
Our site is filled with educational videos, articles, and slideshows designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Investors who put off important investment decisions may face potential consequence to their future financial security.