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

Initial meeting
 

You will meet with Matt for a no obligation meeting in order to get to know each other, and decide if you would like to continue to develop this working relationship. You may be asked to bring specific information

Information analysis
 

We will analyze your circumstances, goals, risk tolerance, and prepare an initial comprehensive plan for your review

Plan implementation
 

Once you have agreed upon the plan details, we will implement the components

Ongoing consultaion and review
 

Atleast once a year, we will meet with you to review your changing goals and adjust your plan accordingly