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Meet with an advisor

“Meet” is the initial step in the financial advisory process where the you and the advisor get acquainted. The goal is to establish a relationship, understand the your needs, and gather information about your financial situation, goals, and objectives.

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Your advisor reviews your financial information, such as your investment portfolio, risk tolerance, tax situation, and financial goals. This information is used to create customized financial strategies and investment recommendations that align with your goals and risk tolerance. The goal is to provide you with a comprehensive view of your financial situation and identify strategies that can help you achieve your financial goals.

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During the “present” stage of the financial advisory process, the advisor presents their personalized financial plan to you. The advisor explains their recommendations, answers questions, and provides visual aids to help you better understand the plan. You then review the plan and provides feedback before moving to the next stage. This step ensures you are comfortable with the proposed plan and understand how it aligns with your goals

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The “implement” step in the financial advisory process involves putting the agreed-upon financial plan into action. This may include opening investment accounts, transferring assets, and adjusting insurance coverage. The advisor ensures all necessary paperwork is completed and that you understands the next steps. The advisor closely monitors the implementation process to ensure everything is done correctly and that your objectives are being met. The goal of this stage is to ensure a smooth transition from planning to execution and to lay the groundwork for ongoing monitoring and review.

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The “review” stage in the financial advisory process involves regularly assessing your progress toward your financial goals and adjusting the plan as needed. The advisor meets with you periodically to review your portfolio performance, changes in your financial situation, and any new goals or objectives. The advisor may also conduct a formal review of the plan annually or as needed. This stage ensures that your plan remains aligned with your goals and adapts to any changes in your circumstances. It also provides opportunities for the advisor to make recommendations for adjustments or optimizations to help you keep on track to achieve your financial objectives.

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Understanding Our Process

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