The full-service partnership approach is the most comprehensive method. It is a long-term relationship that allows us to get to know you, your values and your goals in order to create a detailed and effective financial plan. The steps listed below are brief descriptions of the steps we will take.
Step 1: I start by asking the simple but detailed questions surrounding your personal financial situation. We talk about things such as your needs and goals, etc.
Step 2: We sit down and review the facts. What makes up your current financial picture?
Step 3: I work with you to determine your risk tolerance. This involves finding out how comfortable you are with different types of investment products as investing does involve risk of loss. Having the right strategy is key to managing risk.
Step 4: Together, we create a plan. Whether you are ready to start investing or start saving, having a plan makes all the difference.
Step 5: I see investment education as a key part of your overall financial health. I want you to know all of the options that are suitable and available to you as an investor. This enables you to make educated decisions and make your money work for you. My goal is to teach you about the investment products and services that are best suited for your present situation and goals.
Step 6: Progress is only possible with action. At this point, I work with you to implement the strategies we have put together.
Throughout the entire process, I guide, educate and empower you to become an informed investor. Because each individual is unique, some steps may take longer than others. Typical partnerships occur over a period of a few weeks, meeting one to two hours at a time.
Not in the Dallas-Fort Worth area?
Thanks to secure document sharing and video conferencing, virtual meetings are quick and easy to set-up. Introductory Consultations and all other Services can be hosted remotely from the convenience of your home or office.
Working with a financial professional is a big commitment, both financially and personally. It’s important that your advisor is a good fit for you. This is why I offer my 30 minute, No Charge Introduction to anyone who is serious about becoming a financial powerhouse! If that sounds like you, let’s talk.