For many years, comprehensive wealth advisers have been providing financial plans for clients. While each adviser has their own process they walk clients through, the specific processes are likely a bit similar.
We begin by understanding who the client is, what their goals are and what their current financial situation looks like, and then we provide a financial plan with strategies to improve their situation and reach their goals. As we continue to work with the client, we review and monitor their plan to ensure it continues to synch with their goals and objectives. Sound about right?
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access