Provided by Brad Salo, CFP®, Greg Zedlar, ChFC and Emily Logan, CFP®
Frankness and candor between the client and our firm are paramount to a successful advice-based relationship, and the unique perspective of each client must be understood before we can provide effective advice.
Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their goals. No two Money Personalities are alike, even between couples and business partners.
The process of understanding your Money Personality starts with our firm leading you through a specific set of questions to determine your true intentions about financial planning. This process will result in you receiving custom advice based on your unique situation.
For accounts under our management, we will take the responsibility of implementing our advice urgently and accurately. For accounts outside of our management (such as a 401k), we will direct you step-by-step through implementation.
Effective advice is useless and expensive if left unimplemented. Advice executed in a timely manner generally pays for itself many times over.