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, 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 consulation.
Our Steps
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We start with a ‘get to know each other’ meeting that carries no commitments. We need to know who you are and what you hope to accomplish. We want to know what you have done so far, what you liked and what you didn’t. We will want to know if your expectations seem realistic and if you are serious about working with an advisor. We will tell you about ourselves, what we do and how we operate. If we feel we can help you we will say so and we will tell you what needs to happen next. We will tell you what our expectations are of the working relationship we need to have to be successful.You will then decide whether you want to work with us before we proceed to the next step.
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We will conduct a thorough analysis of your current financial situation, by reviewing your assets and liabilities, cash-flow and debt commitments, your tax returns, current investment holdings, pension plans, insurance policies, will and any estate plan. We will also look at your personal and family situation and get to know your values and attitudes, your hopes and fears. We will make sure we clearly understand your personal and financial goals. We will identify problem areas that might prevent your goals from being accomplished and discuss these with you. |
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We will research possible solutions and develop recommendations that will best accomplish your goals. We will give you options to consider and discuss with you the pros and cons of each alternative solution. We will then finalize the agreed financial plan and establish an action plan for you to follow. With your agreement we will then implement the plan according to the actions listed.
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We will monitor your plan and meet with you regularly to update and adjust the plan as necessary, to reflect your changing personal situation and economic conditions.
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