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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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