What would it be worth to you, if you found a single advisory firm that you could trust to focus on your money so that you wouldn't have to?
The truth is, there is no way you could trust someone right away. You'd have to spend some time to get to know them. You're successful - given some time you likely can tell if the professional you're talking to is trustworthy and honorable.
So how would the process go to find out if you'd be good to work with us, and if we were the trustworthy advisory team that you would feel great about working with?
We have a simple process:
- An introductory phone call with Chris Grande, to see if there is a reason to meet (10 -15 minutes).
- 2nd phone call or in person meeting - see if we are compatible and appropriate to work together (45-70 minutes).
- If we feel there is a good match, outline a working relationship (10-15 minutes).
- Meet again to map out the initial planning process (60-90 minutes).
- Develop your plan of action for a long term relationship including incorporating our 10 Deliverables and our 105+ point checklist to help you optimize your financial planning ( 0 minutes for you - our team does this for you).
- Monitor and update your plan each year following our methodical deliverables calendar and update you on your progress at our 3 scheduled meetings during the course of the year.
What You're Getting When You Work with Us
If you start working with us, you get: an advisor in the business 22 years, who has advised clients through 3 serious historic economic events, with advanced education, credentials and plenty of real world experience.
A team of experienced pros including 2 skilled CPAs, 2 experienced insurance experts, 2 seasoned real estate experts, a LCSW/Medicare specialist, 2 mortgage & loan experts, 2 senior living experts, and 2 caring attorneys. This is your team of people that makes good on your 10 Deliverables and makes sure you have a higher probability of achieving your goals.
Detailed & Dynamic Financial Strategy: Unlike other financial "advisors" who just toss your money into target funds and collect 1% and provide no actual planning advice, we provide a comprehensive & living financial planning strategy (with the help of our EMX client platform) for clients who really don't want to have to worry about any of this stuff day to day.
Continuous Financial Monitoring and Optimization Based on Our 10 Deliverables and 105+ Point Checklist: We don't wing it. We have a deliverables CALENDAR & PROTOCOLS to help make sure your risks stay low mistakes are minimized.
A 21st Century Advisor: With our EMX client portal and full cloud capability, we keep you informed but not overwhelmed, with always real time data and updated planning to make it easy to keep track of your entire financial picture. A single sign on and everything is at your fingertips.
Accountability - we monitor and advise you and communicate directly and plainly about the steps you need to take to stay organized, stay on plan and achieve.
Privacy and discretion from working with a smaller firm: Big firms have "affiliates. And they often share information about you with those affiliates. And there are numerous low level employees who have access to your personal information - wealth, date of birth, social security number etc. At our firm, you work with me, and my team of credentialed professionals who all follow the high standards of their industries - law, accounting, finance, insurance. Your information is not shared with "affiliates" and your personal planning is kept encrypted in our paperless system - away from the wrong eyes.
My goal is to limit my full service offering to 50 high-service families then close the the door - it's too difficult to serve more than 50 clients in a full service fashion (the way you want to be served). This way, I can comfortably ensure my clients that we will be there for them.
If you’re looking for this kind of financial advisory relationship, then there’s a possibility we are a good fit. Before contacting me please read the short description of who I typically serve and how I work - find those answers here: Frequently Asked Questions (FAQ) page.
If after reading that, you think there’s a possibility we’d be a good fit, then feel free to get in touch with me or my planning team for a complimentary, no obligation initial interview.
Schedule a time to talk
Does phone, FaceTime, or Skype work best for you? We can schedule 20 minutes (or so) to go over what's important to you, and explore whether or not we're a good fit to work together.
Just click the button below to schedule some time to talk with me. I look forward to hearing from you.