Don’t be Walmart and Eliminate Greeters

You’ve met your financial planner to discuss your goals, written up your financial plan and signed on all the dotted lines to transfer your accounts. Congratulations, you have a financial planner.

From new babies to a new inheritance, you now have many reasons to contact your financial planner. Here’s how to stay in contact.

The Beginning

Meetings, plans and paperwork only start financial planning. The next and ongoing steps involve establishing the new accounts and building a relationship.

After we finish the accounts paperwork, you receive updates on your accounts’ status and the transfer of funds. This takes approximately two weeks, but could take longer.

Once the transfer is finished, we trade your holdings to build the portfolio allocation we discussed for each of your accounts. We review the accounts quarterly to ensure the allocations remain close to the target percentages we discussed with you. If needed, we re-balance the accounts.

You receive documentation on the new funds where your accounts are invested and instructions on how to set up your account name and password for the website where you can check your accounts as often as you like. There you can also view the status of your accounts and read recent topics such as alternative investments, diversification, current market commentary, the latest on the price of gold, entrepreneurship, financial journalism, investment philosophies and new tax ideas.

In-Person Meetings – Start with a Greeting

We meet with you at least annually to review and adjust your financial plan and to revisit your life goals. You can also let us know about important family or work issues between meetings, including: changes in your employment or tax status, insurance needs, pension or retirement fund questions or your plans for major purchases such a home, business or other real estate.

Sometimes life stuns you with news so big that you forget to tell professionals who can help. So please also contact us:

  • After a birth or death in your family;
  • A marriage or divorce;
  • A change in a child’s college plans;
  • Changes in your health or medical needs;
  • Your filing for Social Security benefits;
  • Moving into retirement;
  • Changes in your estate plans; or
  • If you inherited money or assets, among many others.

We Promise to Greet You Constantly

Good financial planners stay in touch with you, too. Most planning firms use email, websites, and blogs as well as social media such as LinkedIn, Facebook and Twitter to maintain contact. We find this an inexpensive and fast way to get financial information and news to our clients.

Our website, for example, shows our background and business philosophy, and on Facebook and Twitter our clients share our links and expertise with their friends and followers.

All our tools hinge on communicating. Good planners partner with you to ensure your financial success. As any successful partnership hinges on communication, we can always talk about helping you achieve goals now and for years ahead.

Thank you for letting us greet you and your family as we help you pursue your goals.