If you have been giving some thought to sitting down with a
qualified financial planner to have your finances
professionally reviewed, or if you are just looking for a
second opinion on the investments you currently have, then
consider taking advantage of our free consultation.
In your
initial free consultation we will do a complete analysis
of your current financial situation. This will
include a comprehensive review of your investments, your asset allocation strategy, the
fees you are currently paying to your broker, the costs
associated with your investments, as well as, educate you
on the latest changes in financial markets and
investments. We will also let you know if you are
on the right track to meeting your financial goals and
gaining the financial freedom that you deserve.
You'll Actually Get 2 Free
Consultations
In order to serve you best, we will actually provide you with
two free consultations. The first consultation will be
strictly an information gathering process. In this
meeting we will fill out a financial fact finder sheet that
will uncover everything we will need to know
about you from a financial standpoint before making any type
of recommendations or changes to your existing position.
To make the
initial meeting most effective,
we usually ask that you bring in your
latest financial statements, the previous year's tax return,
as well as any legal documents that impact the way your
accounts are titled, such as wills and trusts.
This meeting
will be the shorter of the two meetings. We will only need
a time commitment, on your part, of about 45 minutes to an
hour to complete the first session. After we have the
information we need and the required documents and
statements, we will need about one week to review, analyze,
and collect our thoughts to make appropriate and suitable
recommendations that will be discussed in the second
meeting.
Once we are
ready to meet again, we will have you come in for your
second free consultation. In this meeting, we will
discuss our findings and give you our thoughts on where, we
believe, you
stand financially and how well you are doing on your
journey to achieving your financial goals. We will
also make suggestions on your investments, and asset
allocation style, and explain what you can expect if you
continue on your existing course, or what you may be
able to do to enhance your current position by taking our
recommendations.
The second
meeting usually takes a little bit longer than the first,
since we will actually be making suggestions,
recommendations, and providing a detailed explanation of why
we are suggesting what we are. At this point in the
advisor-client relationship, the only thing you will have
risked, is your time. You will not be charged or
billed for these initial two meetings. Any
compensation to be received, would occur after the decisions
made if you came in for a third meeting to implement any of
the investment strategies that we recommended to you
previously.
The Third Meeting Is Up To You
The only time we will be compensated for our efforts would be
after the third meeting, where you have decided to come back
into our office and implement the strategy we have laid out
for you. In most cases, this would involve some movement of
assets into other financial vehicles that we have found to
be more suitable, as well as, more likely to get you to your
desired financial position. In this transition, we will also
help you re-diversify your portfolio to be properly
positioned amongst the proper investment categories and
asset classes.
The
investments that we recommend may pay us a commission, or
have a fee associated with it. In the second meeting,
we will let you know if the investment you are
interested in pays a yearly sales fee, or if it pays us a
commission.
This way you will know what to expect entirely from the
recommended investment choices before making an informed
decision and implementing the strategy.
To learn more
about our fees and how financial planners are compensated,
then please click here.
We would also like to add that if you are in good financial
standing and there are no changes necessary to your current
portfolio, then we will be the first to tell you that
staying the course you are on is the best way to go at this time...
and if we can be of any further assistance to you in the
future, to please keep us in mind.
Complete This Form To Get
Started On Your Free, No-Obligation Financial Consultation!
