Choosing the right financial advisor is an extremely important decision that can impact many aspects of your life.
At Field Wealth Management, we want to provide you with every piece of information needed for your advisor selection process.
Here is what you can expect from our initial conversation:
No Cost or Obligation
We want to understand exactly what you’re seeking and how we can help before you pay us a single dollar.
Transparency
Before we work together, we want you to understand how we work, the value we can add to your life, and the cost of our services.
Actionable Advice
Whether we ultimately decide to work together or not, we want to leave you feeling more confident by providing actionable steps you can take to improve your finances.
If we decide to work together, you can expect us to answer your questions such as:
- Can we really afford to retire?
- Will this portfolio meet our spending needs?
- When should I apply for Social Security?
- Are there ways to lower our taxes?
- Will my family be okay if something happens to me?
For more than 30 years, we’ve been advising our clients on these exact topics.
We can help you too.
So, what are the steps?
1. Introductory Meeting
In our first meeting, we’ll identify your goals, priorities, preferences, and any obstacles you may have. We’ll mutually establish what your expectations are for us, and if an ongoing partnership is the right fit. We’ll also discuss potential fees at this time.
2. Exploration & Preliminary Planning
After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan.
3. Detailed Planning
Now that we have a foundation, we can help create a roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we’ll be here to adapt your plan, so it transitions along with you.
