YOU ARE UNIQUE. YOUR FINANCIAL PLAN SHOULD BE TOO.
Whether you’re planning to purchase your first home, experiencing a life change, or looking towards retirement, you should expect a financial plan that is customized to your unique situation. At Brian Mallard & Associates we respect individual circumstances. We take each of our clients through a series of steps that help define their financial strategy.
- Look for a fit
- Clarify what makes us different
- Explain how we get paid and by whom
- Review the details of our client agreements
- Understand your situation and goals
- Define your personal and financial goals
- Understand your timelines and expectations
- Understand your risk tolerance
- Gather information on your current financial situation
- Review your financial situation
- Analyze your complete current financial situation
- Review existing investments
- Establish a plan
- Explain your options
- Outline the impact of each choice
- Show you where our fees are
- Answer questions
- Revise your plan as needed
- Implement your plan
- Initiate the recommendations in areas where we have expertise
- Provide coaching for other recommendations that require other professionals
- Monitor and Update
- Ongoing monitoring of the progress and performance of your portfolio
- Regular meetings to review your goals, timelines, and make adjustments
- Assistance with life changes that affect your financial plan
- Communication when industry or market events impact you or your portfolio
- Regular portfolio statements that include performance information and fee details