​​​​​Step 3:​

PROPOSE


Create custom plan


Review desires and needs


Review investment philosophy


Present custom plan


Show how plan fills need


Review: When things go wrong?


Check for concerns and questions


Explain costs and fees


BALANCE WEALTH ADVISORS AND YOU: THE INVESTMENT RELATIONSHIP

​​Step 2:​

COMMUNICATE


Review desires and needs


Are expectations realistic?


What clients expect from BWA


What BWA expects from clients


Investment philosophy 


Significant issues



When things go wrong?


Set appointment for next session

Step 4:​

IMPLEMENT


Set signing appointment


Gather data for forms


Fill out necessary paperwork


Fully explain all forms


Obtain all signatures


Review sample statement


Any last

questions?


Process all completed forms


​​​Step 5 (on going)​:​

REVIEW


Address client concerns


Check comfort level


Any withdrawal needs?


Review portfolio construction


Review asset

class returns


Review manager performance


Any modifications necessary? 


Implement approved changes


​​Step 1:​

DISCOVER


Get to know each other


Questions and answers


Client's desires and needs


Gathering data



Explore Expectations 


Are we a potential fit?


Any other questions?


Set appointment for next session


BALANCED WEALTH ADVISORS

Every client’s circumstances are unique.  We do not force our clients into a predetermined model because that’s not how we approach investing.  The financial portfolios BWA develops are customized for each client’s needs and goals. Read more about BWA's methodology.

No two investors are the same. Balanced Wealth Advisors provides customized investment solutions for families and individuals. Contact us or call (603) 424-1892.

Or call us now: (603) 424-1892

A Member of Advisory Services Network, LLC