I founded AdviPartner to offer a modern, efficient means of accessing unbiased financial advice. Taking a hard look at industry standard, complex, high-cost approaches I chose to begin a fee only, non-commission practice. The simple to understand, unique, low-cost investment approach is a continuation of over a decade of evolution.
It is my goal to carry this approach to financial planning and investment management forward. At the first meeting, my goal is to understand where you are today, where you want to get to in life and, most importantly, why that is important to you. After you leave, a plan will be drafted that represents a reasonable chance of getting there.
It is my goal to carry this approach to financial planning and investment management forward. At the first meeting, my goal is to understand where you are today, where you want to get to in life and, most importantly, why that is important to you. After you leave, a plan will be drafted that represents a reasonable chance of getting there.
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The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process. After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
2. Spending over a decade in the financial industry seeing the good, the bad and the ugly. Structure it like a Law Firm or Medical Practice instead of using salaried advisors so Clients are always with the person who knows them. You cannot systematize relationships. Keep it small - A bigger team means bigger costs that get passed on to the Client.
Our first meeting is about getting to know each other in a relaxing atmosphere. Secondly, we need to discuss your wants and needs that will be impacted by the ongoing financial plan that will be designed based on our discussion. Everyone's situation and circumstances are different, and it is important to understand them in preparing a financial plan that meets your needs.
Okay, we've built a financial plan. Now what? Well, I hate to tell you this but the financial plan is absolutely worthless if it is not executed and course corrected for changes in your life. That's why I don't charge to create a snapshot of your current reality with a path to end goals. Listen, everybody deserves to at least have a friend with expertise on a subject to help get the ball rolling.
AdviPartner, LLC is a registered investment advisor. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. Please contact us at 423-390-8492 to find out if the investment advisor is qualified to provide investment advisory services in the state where you reside.
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