How We Help You Reach Your Investment Goals
What to Expect When Working with 1st and Main
What the Beginning of Your Relationship with Our Financial Advisors in Edwards, CO or Greenville, SC Looks Like
Meeting with a financial advisor for the first time can be stressful. Our approach is geared toward making your collaboration with us as easy and personalized as possible.
1.
Determining Your Financial Goals
The first step in working together is an introductory call. We’ll reach out to you using the contact information provided to determine if we’re a good fit for helping you plan your financial future. As your capital advisors, transparency at every step in the process is our top priority. We want to understand what’s important to you. Maybe you’re gearing up to send your kids to college. Or perhaps retirement is on the horizon. You might not even be sure what you’re looking for exactly. That’s fine. Our investment advisors are uniquely equipped to to help you define what matters most in your financial future and create a plan for reaching your investment goals.
2.
Getting to Know You and Your Financial Goals
If we feel 1st and Main is a good fit, we’ll move onto the discovery process, learning more about your household finances and beginning to outline how you can achieve your future financial goals.
3.
Building Your Financial Plan and Determining Your
Risk and Return
Once we have answered your questions, the next step is to prepare your investment plan. As experienced financial planners, we’ll develop an appropriate risk profile for all the various asset classes in your portfolio. Our investment advisors will finalize a preliminary plan for moving particular assets under our management.
At this phase in the process, we will decide on a target rate of return as part of your comprehensive financial planning package.
4.
Implementing Your Investment Plan
5.
Continue to Review Your Investment
As your investment brokers, we will continually review your plan, assets, and capital markets more broadly. As local financial advisors, we pride ourselves on maintaining close relationships with our clients, so we’ll keep in touch with you regularly to make sure you’re well-informed on your portfolio’s performance and are kept abreast of recommended adjustments.
DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK INCLUDING MARKET FLUCTUATION AND POSSIBLE LOSS OF PRINCIPAL VALUE. THERE CAN BE NO ASSURANCE THAT ANY SPECIFIC INVESTMENT STRATEGY WILL BE PROFITABLE.
Ready to Get Started with 1st and Main?
