Making sure you are on the right track for retirement is easier than you may think. Whether you are using a financial advisor for the first time or transitioning from another firm, at Net Worth Advisory Group we strive to make it as seamless and worry-free as possible.
Step One: Visit Our Office for a Complimentary Initial Consultation
The first step is to meet with one of our advisors for a complimentary consultation. This gives you an opportunity to learn about our firm and test-drive our services. Additionally, this enables us to learn about your goals and dreams, and how we can add value to your financial situation.
To provide us with a complete view of your financial picture and help us focus on issues specific to your circumstances, be sure to gather relevant documents on the initial consultation document checklist before your appointment.
To schedule a complimentary initial consultation, call 801-566-6639 or email firstname.lastname@example.org.
Step Two: Develop a Written Financial Plan
Designing a financial plan enables us to see your entire financial picture. After all, it isn’t efficient to make investment decisions without understanding how those choices will impact the rest of your life.
To provide us with the information necessary to construct your financial plan, be sure to complete the financial plan questionnaire. Further, the client and advisor should complete the financial planning agreement so duties and expectations are clear.
Step Three: Utilize our Investment Advisory Service
Our goal in developing your financial plan is to give you two options. First, the plan should be constructed in a matter that allows you to implement the plan yourself. Alternatively, you can choose to take advantage of our full financial planning and investment management services to execute your plan for you.
If you choose to retain our services, you and your advisor will complete the investment advisory agreement. This document specifies the services that will be delivered and disclose all costs. After completing this document, we will conduct all work to transfer and invest your assets appropriately.
Bonus Step: Subscribe to Our Newsletter
Our monthly newsletter contains market updates and useful planning tips that will improve your financial picture. Provide us with your email address and we will supply you with the knowledge and tools necessary to achieve your financial goals.