During your first meeting, we are interested in learning more about you: your money story, preferences and values, and financial planning experience (none is required). We will also share information about our approach, fees, and the team, and be happy to answer any questions you may have about our services.
Once we're acquainted, we will use our Personal Financial Organizer, to determine and document more in-depth information about your current financial picture, risk tolerance, growth expectations, and more. We may also request access to bank statements, insurance policies, estate planning documents, etc. We take your privacy very seriously, and your materials will always be protected under the strictest of security measures.
Now equipped with a solid understanding of your current financial situation and future wants/needs, we will develop a set of measurable goals and associated plans to support you in their achievement.
Now comes the fun part! Although there will be forms to fill out and documents to sign, it is our goal to make this as painless as possible. Your dedicated client service representative will work closely with you and your financial advisor to address all the details and set you on the path to success.
You and your financial advisor will agree upon a future date for your check-in meeting as well as a cadence for your annual client-centered review. These reviews cover a wide variety of topics including an update on you, progress against plan, market and regulatory updates, investment performance, and your best next steps.
Securities offered through Stephens Wealth Management Group, Inc., member FINRA/SIPC. Investment advisory services offered through Stephens Wealth Management Group is not a registered broker/dealer. Stephens Wealth Management Group financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Stephens Wealth Management Group, Inc., member FINRA/SIPC | Important Disclosure
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