Yes, we have a process!
Let me help reduce your financial friction. Welcome to the IFS Process!
Working with a new advisor can cause clients stress due to the unknown. However, I have a process. The Imagine Financial Services (IFS) Process is intended to guide clients smoothly from the initial onboarding stage to an engaging ongoing client experience.
If you understand the process, you will know what to expect as we move forward, which in turn lessens your tension about the unknown. I'll be your thinking partner and guide on your financial journey. Ahhh, yes, a big sigh of relief!
Meet & Greet
First, we will hold a Meet & Greet appointment (approximately 45 min) so we can both determine if my services are a good fit for you. At this time, you can ask any questions that have been on your mind.
Signing Party
After we choose to work together, we will schedule a virtual signing party (30-45 minutes). The financial industry generates vast amounts of regulatory paperwork. I'm not going to just send you paperwork; instead, we will review it together so I can explain the legalese, fees, and any concepts that sound foreign to you. This allows me to ensure critical aspects of the documents are addressed, and I am available to answer any questions.
Onboarding
Over the next 30 days, I will send you weekly emails updating you on the status of the account set up, transfers, and any additional information the financial institution requests. It's like having a tracking number for a UPS order. You won't be left to wonder what is happening or if there are any next steps.
Your Ongoing Client Experience
At this point, we move forward to your ongoing client experience! The accounts have been established. Together, we will get you set up and acquainted with your new accounts. We will virtually tour the financial institution. This helps you know where to find your statements, tax documents, you can choose paper or e-communications with the financial institution, we will double-check your beneficiaries for accuracy, and more!
We purposefully hold biannual reviews in March and September (the month before the April 15 tax filing deadline and before extensions are due).
Quarterly, you will receive performance reports.
Behind the scenes, a lot goes on that does not require your attention to support your success, but I've got you covered! As needed, your accounts will be balanced, move-money instructions will be executed, trades and documents will be supported, and more.
Between biannual appointments, if any big changes impact your life and finances, I want to encourage you to phone, text, or email me so I can help guide you. My line of communication is open!
Privacy and cybersecurity are a must. Anything you say will remain strictly confidential. Any case-sensitive documents you or I share must be transmitted through a secure share file. I use Encyro, a highly encrypted sharing software (you can access this through the "Client" portal on the website or from our email communications.
There's no need to feel confused about your finances. I am a Certified Financial Planner® who works with women and couples to provide financial clarity, education, and peace of mind.
Do you have concerns about how your taxes are going to impact you in retirement? Have you worried about running out of money during your lifetime? You don't have to be good at math, I'll do the number crunching for you!
With some simple yet powerful positive changes, you can have financial organization in your life! Our consistent IFS Process will take you from where you are today financially to where you want to be. Are you ready to make intelligently planned progress and solid investment decisions? Take the fear out of your finances and get serious with your financial direction. Turn your dreams into goals with a plan.
If you would like to learn more, please visit my Connect page to secure a Meet & Greet appointment. Let's explore your financial goals, and I'll share how I can best serve you.
About the Author
Marianne Martini Nolte, CFP®, provides tax-savvy wealth management for women and a few cool men.
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