Investment Consulting Process
At Client First Investment Management, we begin with the end in mind… In other words, the first thing we need to know is: How do you measure investment success? For some people that means growing their investments. For others, it means not running out of money.
Many people aren’t sure – that’s OK. We help people define what investment success means to them.
At our first meeting, our goal is getting to know you and understanding your investment needs and situation. Every client is different, and we want to make sure we can see the whole picture. We walk you through our process in detail and explain any questions you may have.
We will ask you to bring in some financial information to your first meeting. Having current statements available for references just helps us understand you better. Taking this time to assess your situation means that later we can give you advice that meets your circumstances.
Using information gathered at our first meeting, we put together an analysis that shows you where you are right now in terms of meeting your investment goals… we call it a “financial stress test”. Our clients tell us that they really like this step. For many people, it is the first time they have ever had an objective look at their long term savings plan.
Then we assess your current situation to find ways to enhance it through different savings and investing strategies. This is where we really help people: finding practical ways that they can improve their situation and meet their idea of investment success.
Change happens. We understand that. It’s certainly true of life, not to mention financial markets. We continue to track and manage your accounts, keep you aware and informed of changes that can affect you, and help you make decisions along the way. We conduct reviews at least annually to make sure that you are getting closer to your goals. At Client First Investment Management, we care about our clients and it shows in our proactive approach to service. We make keeping in touch with our clients a priority