Our philosophy is simple; An educated investor is our best client. Most people leave their financial advisor confused about what’s happening with their money. Our advisors are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.
MEETING NO. 1: COLLABORATION AND EDUCATION
This meeting is a collaboration between you and our team. Our number one priority is education. At this meeting we will learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. You will learn our investment philosophy, service model and cost structure. This ensures that you will feel comfortable with our entire process and we can both decide if we need to proceed to our next meeting.
MEETING NO. 2: STRATEGIC ANALYSIS
This meeting is designed to review opportunities within current tax & estate law, in addition to diving into the weeds of your current savings, investments, and income sources. Together, with your feedback, we will create a personalized strategy to help you reach your goals.
*LPL Financial and Stratos Wealth Partners do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding the tax consequences of investing.
MEETING NO. 3: BRINGING IT ALL TOGETHER
In our final meeting you will receive your full financial plan and investment recommendations based on all of the information we have compiled thus far, along with a guided tour of our online capabilities and technological integrations. Lastly, we will review our current fee schedules, future meeting agenda’s, and our efficient client service model to be implemented going forward.