We provide comprehensive wealth management in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your wealth and lifestyle goals.
What to Expect from Our Partnership
Keys to a Successful Relationship: Our Part
You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the wealth management solutions we implement on your behalf. We will always:
- Strive to acquire and maintain a thorough understanding of your financial goals
- Update your current financial information on a regular basis
- Carefully assess and monitor your investment risk and time frame
- Explain the implications of all recommended strategies and answer questions you have
- Update you as and when appropriate by email, mail and phone
- Meet with you regularly to review what matters most to you
- Act as your primary Financial Advisor, coordinating the efforts of others when required
- Treat you with utmost respect and professionalism
Keys to a Successful Relationship: Your Part
We’ve learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include:
- Your commitment to us as your Financial Advisory Team
- Your trust in our abilities to provide you with recommendations and advice
- Your complete disclosure about what matters to you most
We need you to know that our recommendations are always based on helping you achieve your financial and lifestyle goals. It is important you understand that all advice will be based on the information you provide to us. Therefore, if we are to provide advice best suited to you, we need you to fully participate in the Wealth Empowerment Program with us.
Keys to a Successful Relationship: Mutual Responsibilities
Having a solid partnership is essential to effective wealth management. We both agree to make your wealth management a priority and will keep each other informed of any new developments that might affect these strategies. We will also agree to take time to regularly review what matters most to you.
We will always work together in the spirit of mutual trust, respect, and understanding.
Services From:
NetWorth Financial Services
Getting Started:
How the Process Works
Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.
Explore the Many Aspects of NetWorth Financial Services
Contact Us:
Schedule a Complimentary Meeting
We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.
