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Of course this process starts with you – after all, it’s your future we’re talking about. We want to know you – what do you value, what do you want to do both now and in retirement.
Before we talk about what we are going to do, I need to know what you want. I also need to know what you’re doing now. This is the foundation of the work we’ll do together.
This is where I get to do the fun stuff: design a financial plan that’s customized for you. I look at what financial planning and/or investment management strategies will help you get closer to your goals.
We’ll talk through my recommendations, any questions you have and make adjustments as needed. Then I get to work and put your plan in to action.
I keep an eye on your plan to make sure it’s working like it’s supposed to, and we keep in touch in case life throws you a curveball – whether it’s good or bad … like a promotion or unexpected layoff, a new home or newly single. Together, we’ll keep your plan on track.
One of the biggest mistakes I’ve seen people make, including myself in another life, is failing to plan. That's why I’m going to be a little bit in your face and tell you, the time is NOW.
Whether you’re sitting on a million dollar portfolio, you’re just starting to make good money but don’t know how to make it work for you efficiently, or you’re already in retirement and want more from your current advisor … you’ve got to be able to look back in 5, 10, 20 years from now and say “Wow, I’m so glad we did this,” instead of, “I wish we had done this years ago.”
All of this and more is "baked into" my process. There are a lot of advisors out there today, some even have processes (or so they say), but one of my differentiators is the way I apply my knowledge and bring you holistic wealth management, not just investment management. I’m a guide and a coach, not a Wall Street broker or snake-oil salesman.
People have told me they love that I can take complex ideas and break them down into bite-size chunks that are easily understood. People also tell me they enjoy that I’m easy to talk to and I always make them feel listened to and understood.
This timeline serves as an example and can be adapted to fit your needs.
I’m a straightforward kind of guy, so you won’t be surprised by hidden fees or costs with me. I believe in transparency – and you’ll get that from me as your advisor.
They say cost is only an issue in the absence of value. Sometimes financial advice is hard to quantify in terms of dollars and cents, but I find this infographic (from Michael Kitces at Nerd’s Eye View, www.Kitces.com) helps start to paint the picture for the value of financial planning.
This illustration is for general information only and not intended to provide personal investment, tax or legal advice.
Michael Kitces and LPL Financial are separate entities.
Our mission is to guide successful families to financial confidence using comprehensive wealth strategies.
Integrity: As passionate advocates for our clients, we believe that providing independent, objective guidance is the best way to serve their best interests.
Trust: We build meaningful relationships based on trust to better support the needs, goals and ideal futures of the families we serve.
Clarity: We strive to bring confidence and understanding to our clients’ financial lives through our straightforward approach and clear guidance.
Independence: As an independent advisor, we have the freedom to choose the solutions and strategies that can help our clients pursue financial independence.
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