Becoming a Client

If you are interested in becoming a client, contact us! We offer a free consultation to see if we are a good fit and get to know you. There is no commitment until you feel ready to sign a contract.

An ongoing partnership for your
complex financial needs

To help you realize the greatest benefits of working with a financial advisor, we invest a significant amount of time getting to know you.

We believe it is imperative that we examine the medley of financial needs comprising each client’s personal and business situations. Your financial history, investment preferences, dreams, and priorities must be thoroughly understood as we work to become your steadfast financial partner.

We begin each client relationship with three financial exploration meetings. We do not charge a fee for these sessions because we believe you should be absolutely comfortable working with a financial advisor before money changes hands. Our financial exploration meetings include:

Discovery Meeting

During this meeting, we will identify the challenges you face in achieving all that is important to you. We examine your current situation and discuss your goals. By getting to know each other, we will decide together if Financial Strategies, Inc. is the right firm to add significant value to you.

In this meeting, we review your specific comprehensive financial plan proposal. This document will include an evaluation of your current situation and our recommendations for how we can bridge the gaps in your current strategy to help you reach your goals. This plan forms the foundation for all our work together.

Proposal Meeting

Mutual Commitment Meeting

After providing you with time for reflection on our investment ideas and approach, we will gather together so you can ask questions and provide input. At this time, we will decide together whether we both feel that this will be a mutually beneficial long-term relationship. If it will, we will review and implement contracts.

In this meeting, we review your specific comprehensive financial plan proposal. This document will include an evaluation of your current situation and our recommendations for how we can bridge the gaps in your current strategy to help you reach your goals. This plan forms the foundation for all our work together.

Comprehensive Financial Plan Implementation

Review

Once the foundation of your plan has been established, we will meet regularly (at least annually) to review your progress, discuss changes to your life or your goals, and proactively work together to proceed, step by step, towards a secure future.

What financial challenge are you facing?

We understand that every person’s situation is different. If you have a financial concern that is not addressed, reach out to us with your question or issue and we will let you know how we can help!

Schedule A No Cost Consultation