How do you establish a relationship with an understanding advisor - someone who is experienced and knowledgeable, who understands what’s important to you – your goals and dreams, your history and current situation? Life’s important opportunities, transitions and emergencies are often fraught with complexities. Having access to someone who knows you and who is qualified to provide “in context” advice can make all the difference in the world. We have a process to offer this kind of leadership, relationship and creativity.
We start with The Insight Builder™, an in-depth conversation that allows you to assess whether there's a good fit between our capabilities and your needs. We'll look at your life, what’s important to you - past, present and future. Though there is no charge for this meeting, we believe there is significant value in the clarity of the overall picture this may provide.
If we agree to go ahead, working under a Financial Planning Agreement, we will collect details of your financial life. Right now: What’s the current reality? What have you done so far? What are your current arrangements? What are you funding, saving, investing now?
Drawing from what we learn in these steps, we produce and present The Client Centered Financial Strategy™, your personalized and custom written initial strategy. We address your concerns, your goals and dreams, and chart a course to help you get from here to there. We include a checklist of recommended actions.
At The Strategy Launch™ we implement those steps we have agreed to take immediately. These may involve adjusting existing arrangements, conferring with your attorney or tax advisor, or putting new financial products or services in place.
Other steps may need further consideration, take time to implement, or need to be phased in. Our Client Care Commitment™ is all about this kind of follow-through, as well as providing prompt, personal service and attention to your requests. Our standard is to stay in touch, get to know you well, and think of you when something new comes along that may help you or affect you.
Though we will be in regular contact, once a year we will have a formal update we call The Systematic Status Review™ where we visit your whole situation again, learn what's new and what's changed. We will discuss the status of all of our ongoing projects together, as well as the important things in your life. Any changes we suggest will be presented in detail, and a written annual review is prepared for you to add to your Client Centered Financial Strategy™.
We go a long way toward developing this relationship during the first months and year, and as we go through this cycle together for several years, a deeper and better Understanding Advisor Relationship™ develops.
