How We Do It... Our Collaboration
Whether we are beginning a relationship, addressing a specific need or reviewing a previously developed plan, ALL SEASONS ADVISORY SERVICES utilizes this continuous, interactive process.
Below is a snapshot of what you can expect when partnering with us.
MEET- Concentrates on client needs and in-person interaction
- Consultations
- Information Gathering & Assessments
- Proposal Presentations
- Three-month New Investment Check-in
- Semi-annual &/or Annual Reviews
- Life Events/Specific Needs Appointments
- Branch Events
- Client Referrals
PLAN- Examines client information and builds strategies that will bridge today with tomorrow
- Needs Analysis
- Risk Evaluations
- Asset Allocation Models
- Account/Investment Consolidation
- Plan Designs
- Implementation Process
MANAGE- Focuses on the service aspect of the Advisor/Team and Client collaboration
- Account Processing & Maintenance
- Implementation of Plan
- Asset Management
- Ongoing Communication
PROTECT- Address client motivations while ensuring realistic expectations
- Understanding Risk
- Management Strategies
- Legacy Planning
Regain your focus... Schedule a meeting today!