Kathy doesn’t have time to look at the underlying investments to make sure they are appropriate for her, which causes her great uncertainty and worrisome when the markets fluctuate. What she would like is a step by step plan that will help guide her financially today and for the rest of her life. For our process, it’s important for us to get to know Kathy personally before getting into the numbers. We would want to know about her family, her interests and where she’s been and where she is going. Over a couple of meetings, we can help organize her financial plan using our wealth map tool, giving her total clarity of where her finances are and their overall purpose. Jay would explain her investment portfolio and the risk associated. We would keep Kathy informed about the personalized investment strategy we created for her and help her chart a course for the future, providing her with confidence in setting and reaching her life goals.
We would meet with Kathy regularly and help her continue to gain clarity, steadfastness, and confidence in her finances.
The hypothetical example presented above are for illustration purposes only and do not represent any actual investor experience. Actual client results will vary.