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 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
Or call us now: (603) 424-1892
No two investors are the same. Balanced Wealth Advisors provides customized investment solutions for families and individuals.
Contact us or call (603) 424-1892.
BALANCE WEALTH ADVISORS AND YOU: THE INVESTMENT RELATIONSHIP
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.
A Member of Advisory Services Network, LLC
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
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