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Planning for Clients - Process |
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| Our first step is to meet with you and see how well we communicate, and determine if we're a good fit for each other. We understand that emotions are involved when discussing money, whether the issue is inheriting, saving, or spending it. For many, turning to a qualified, objective advisor diffuses anxiety. Our professional, yet informal approach creates a comfortable atmosphere for discussing and reviewing your life and your future. Complete PlanWe take a complete look at your life and your finances. Every individual has different needs, and it's important that we understand yours. The process begins by focusing in on your goals. What's your timeframe for transition to retirement? Are you prepared for these changes? We help you grapple with issues you've wondered about — and will probably raise some that you haven't thought of. We will proceed to analyze your finances, and make projections of various possible futures. Working with you, we will make recommendations as to actions you can take to help meet your goals in life. Holland Advisory Services can assist you in implementing these recommendations. This may involve coordinating contacts with other professionals such as investment funds sales representatives, accountants, insurance agents and lawyers. Quick ConsultationAlthough a complete financial plan can provide the greatest benefits, we can limit our advisory services to your specific needs, such as cash management and budgeting, investment analysis or education funding. |
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