At Access Wealth, we develop customized financial and investment plans that guide you on your personal and financial journeys. We ask strategic questions, listen to what is important to you, help you define attainable short- and long-term goals, and create the roadmap (a financial plan) to help you succeed.
Our only loyalty is to you – our client. As your fiduciary and advocate, we provide independent and unbiased advice when developing your plan. And because life is fluid, investment and financial plans must be too. That is why we communicate with you regularly and update plans as goals and circumstances change. We have operated in this manner for more than 30 years and it continues to serve our clients well.
This is a chance for us to get to know each other. During the conversation, you will have ample opportunity to tell us what you want out of life, as well as share your priorities, values and concerns. We also encourage you to ask a lot of questions.
By the end of our discussion, you will understand our team approach and why we believe that your financial and life goals are inextricably linked. You will clearly see how our services can help you achieve your short- and long-term goals.
The next step is to provide information that is needed to prepare your customized plan. We conduct a deeper dive into your feelings about your job, the financial markets, the legacy you would like to leave, and other areas that can impact your independence and the ability to achieve your goals.
Some questions we address include:
After the meeting, we prepare an action plan with specific recommendations designed to meet your goals and objectives. Our advisor team considers different scenarios and options and analyzes their possible implications to your overall financial health. This holistic approach considers how each recommendation impacts the comprehensive plan as your journey progresses.
At this meeting, we present your financial and investment plans. We spend as much time as needed explaining the purpose of each time-tested recommendation and its potential impact on your ability to achieve your stated goals. It is important to us that you are comfortable with the plan and feel secure.
Once you approve the recommendations, we implement (or help you implement) the strategies. We are also happy to discuss the plan with your other trusted advisors (such as your accountant or estate planning attorney). In our experience, having your entire advisory team on the same page greatly increases the likelihood of successfully meeting your goals.
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