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What process should my Financial Adviser use to define my needs?
Your independent Fee-Only financial advisers will generally follow the following process to define your needs:
  • Step One    Understanding Your Objectives and Goals  
    This will generally include completing a questionnaire that details your finances and personal circumstances. It is important to complete this step so that your Financial Adviser is aware of all appropriate circumstances.

  • Step Two    Developing Your Asset Allocation Model
    Your Financial Adviser will generally develop an asset allocation model and mix. This model defines your portfolio based upon the percentage to be held in stocks, bonds or cash.  

  • Step Three Selecting Investments
    Once an asset allocation model is agreed to, your Financial Adviser will generally select appropriate investments so that you can meet your goals that were previously agreed. 

  • Step Four   Ongoing Review
    You and your Financial Adviser will agree to the exact amount of ongoing review you that you desire or believe is appropriate. 

Because each person's needs and style are different, the approach will modified based upon your agreement with your Financial Adviser. 

About Us
The Independent Adviser Corporation is a 100% Independent and 100% Objective Financial Advisory Firm that writes buy-side investment research. Our network of independent Fee-Only Financial Advisers serves individuals, families and businesses. They provide financial planning services, tax advice and offer professionally managed asset accounts. They do not underwrite corporate securities nor do they sell any proprietary products. To find out more or get a FREE consultation Ask The-Adviser.com or call 1-800-ADVISER.

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