Our process with our Gen "Y" clients, as with everything else we do, is very straight forward. The time of year you become a client may modify what task we complete first, but in general our process is as follows:
1) Sign On As A Client (Complete the client agreement)
2) We Review Your Finances (i.e., Debt, Current Investments, Dispoable Income, Etc.)
3) Build You An Investment Plan (Based on the information provided, we will determine if and "how much" you should be investing and how to pay down your debt (if necessary)).
4) Assist With Setting Up Your Investment Account(s) (i.e., Setting up your 401(k) account and allocating assets).
5) Tax Preparation (Working with our tax partner, complete your taxes when the time comes)
Note: Tax preparation will move up the list if you become a client between January 1st and April 15th (tax day).
Below is a summary of what you can expect as a Gen Y Client (initially and ongoing). Throughout our relationship we continue to monitor your portfolio and stay in communication with you through the use of technology (our website and email). While we will keep you engaged throughout the year you are more than welcome to contact us at anytime with requests, questions, etc.
