How We Begin
Like any successful long-term partnership, we begin each relationship with an introduction to get to know each other. The focus for this initial meeting is to discuss your
- Goals
- Concerns
- Questions
- Commitments
- Strengths
- Challenges
- Where you are today
- Where you want to be
We then offer more background and details on our approach to wealth management, planning process, and ongoing commitment to you.
If there is a good fit, we will create a comprehensive financial plan that is personalized with specific recommendations, strategies, and next steps for your unique circumstances and goals.
After reviewing the plan and deciding to work together, Moller Financial makes it easy for you by beginning the process of implementing the financial plan.
- Our experienced team ensures your investment accounts are set-up the right way and allocated according to your financial plan.
- We follow a schedule for getting all aspects of your wealth in order and coordinate with your other advisors if necessary (attorney, accountant, insurance agent).
- We keep records of your new documents and update your financial plan.
