Emotional Support & Decision Making
- Provide positive encouragement and motivation for effort and successes
- Advise you to avoid reactive or emotional decisions which could negatively affect your portfolio
- Support you through transitional phases: major illness, death, inheritance, job change, retirement, child birth, divorce, legal issues or other crises
- Encourage you to save and invest
- Evaluate your risk tolerance and help determine your tolerance for loss
- Help you understand the various attitudes toward money and the financial decision-making associated with each of them
- Resolve problems quickly
- Provide friendly and knowledgeable support
- Continue to seek out professional education for myself to better serve you
Goal-Related
- Provide more confidence for financial matters, focusing on goals, priorities, direction and structure
- Conduct annual planning evaluations and tracking of goals
- Provide proactive follow up on action items
- Develop, establish and track individual and family goals
- Promote vacation planning and quality-of-life enhancements
- Calculate net worth and review cash flow annually
Economic Analysis & Education
- Provide economic and stock market updates and explain what it means to you
- Help you evaluate the economic news to determine what you should and shouldn’t be concerned about
- Provide investment information with a comprehensive approach
- Keep you up to date with product, service, strategy changes and improvements
- Conduct semi-annual financial review meetings, with calls as needed in between
- Provide appointment summary follow-up letters
- Send quarterly newsletters or updates
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