Choosing a financial advisor is a big decision. To be successful, the advisor-client relationship should be stable, long-term, and built on trust. In order to help our prospective clients make sound decisions, we invest a significant amount of time getting to know you.
Discovery Meeting
Our process begins with a discovery meeting. During this meeting, we will explore whether Financial Strategies, Inc. is the right firm to add significant value for you. There is no charge for this meeting and you will not be asked to sign anything at this time.
Investment Plan Meeting
The next step is the preparation of a detailed, written plan specific to your situation. This plan includes a diagnostic of your current situation, our recommendations for moving forward, and details on our investing approach. A second meeting will be held to present your plan and answer your questions. There is no cost or obligation to proceed with this step.
Mutual Commitment Meeting
The purpose of this meeting is to answer any questions you may have and review your plan if necessary. At this time, we will decide together whether we both feel that this will be a mutually beneficial long-term relationship. If it will, we will review and implement contracts.
45-Day Follow Up
At this meeting, we will organize paperwork, review your plan, and answer any questions that may have arisen since the last meeting.
Regular Progress Meetings
At these meetings, we will address your advanced planning needs, review progress, and determine necessary modifications. These meetings will occur every 90 days to one year depending on your needs.
