North Park Financial Onboarding Process

Many individuals inquire about my approach to guiding new clients through their financial journey.

Ideally, I would begin with an introductory call before our initial meeting. This serves to break the ice and establish an initial comfort level, especially since many clients may have never worked closely with a financial consultant before, which can be daunting when discussing deeply personal financial and life matters.

During our meetings, I ask a series of probing questions designed to uncover your specific needs and aspirations:

• What has prompted you to seek financial guidance?
• What are your primary objectives?
• What outcomes would make our meeting today—and future meetings—successful for you?
• What do you expect from me as your financial advisor?
• Have you had previous experiences with advisors, positive or negative?
• What are your most significant financial concerns, and what values do you hold regarding money?
• Do you have a financial safety net in place?
• What are your realistic expectations for retirement, and what are your aspirational retirement dreams?
• What legacy would you like to leave behind?

These questions help unearth a wealth of information, enabling me to grasp your unique circumstances, goals, and emotional drivers. By empathetically translating and summarizing your financial attitudes, investment preferences, and risk tolerance, we can tailor a personalized strategy that aligns with your needs.

I employ comprehensive financial software to analyze your financial situation and objectives thoroughly. This tool lets us explore various scenarios and develop an understanding of your financial landscape. This meticulous approach instills confidence in the financial plan we craft together.

As an Accredited Wealth Management Advisor with a diverse background, I provide practical and technical guidance that often exceeds clients’ expectations. My services encompass a range of areas, including optimizing insurance coverage, maximizing benefits selections, and offering comprehensive wealth management, tax-efficient retirement income strategies, and legacy planning.