Our Process
Becoming a client
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, and then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.
To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consultation.
Our Steps
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First, we get to know you, your financial situation and your needs, By understanding your personal goals and aspirations; we can understand what you should be implementing in terms of financial planning. Most importantly, our clients have to feel comfortable with us as individuals to bring all aspects of their financial situation to our attention. |
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We will conduct a thorough analysis of your current financial situation, drawing on the expertise of lawyers, accountants, insurance specialists, notaries and investment specialists. We follow the approach that no one person can have the highest level of expertise in all fields and therefore work with the professionals that do. It is important to have a clear picture of what your situation looks like, thus again the importance of a personal comfort level to discuss these matters. |
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We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address the challenges that you face in your personal situation. Saving for retirement, tax minimization strategies, children's education, the long-term well being of a disabled benificiary, all come into this equation. This step is laying out the roadmap for the basic ideas and strategies that we will implement. |
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We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax laws and economic realities of the moment. Just as your life changes, so do your financial needs. Again, understanding our clients on a personal level is paramount to the success of the long-term relationship. |