We’ve been in business a long time, and over time, we have developed a process for working with clients that focuses on helping to guide them into a position to succeed.
The first step of that process is asking the right questions to get a picture of your financial situation and where you are today.
The second is understanding what your goals are for the future.
The third step provides an honest assessment of how attainable those goals are. Which goals are highly realistic? Which are your priorities?
The fourth step is to explore what actions we need to take to help get there.
Then finally, we have a conversation about how comfortable you are with these actions. Are they things that you think you can do? How can we help you stay on track? We’ll build on this conversation at every check-in. We believe having a process like this can provide a firm foundation so you know what to expect and can feel more confident that we are being thorough.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
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