With only a few exceptions, most of the new clients who come to our firm have never previously worked with a true financial advisor. That is, they have never paid a fee for specific advice and direction. What we do here is distinct from brokers, bankers and others who wear the moniker “financial advisor”. Because of that, we put together a short whiteboard video outlining what to expect during the first year as a client with our firm.
I think you will find that this video easily explains how our process improves your circumstances. The core of our work with clients is built around creating a goals based plan so that clients can ignore the distractions of the market. The path we follow to develop this plan has three steps: First, we assess where you are today in relation to your long term goals; Next, We advise you on specific actions needed to close the gap; Finally, we direct your resources so that they are properly aligned with your goals.
We hope that you will enjoy this brief whiteboard video. Please let us know what you think.