What to Expect
A Synergetic Financial Advisory Relationship
The Client-Advisory Relationship is key! Everyone has unique aspirations, and our process involves identifying yours as we build and implement personalized strategies for you. Getting to know what is most important in your life, what you aspire to achieve, and what you wish to experience are all part of this process. As we work together, I enjoy building a closely connected relationship through meaningful conversations and a mutual level of trust. Whether you are seeking solutions for your personal finances, your business, or both, I follow the same personalized planning process, detailed below.
Initial Connection- In Person or Virtual
In our first meeting together, I look forward to personally connecting with you and learning more about your personal and financial circumstances. We’ll discuss the advisory relationship, expectations, how I’m compensated and determine if we’re a good fit to work together. If so, I’ll request specific data to better understand your finances.
Assessment & Identifying Your Goals
We’ll discuss my assessment of your current financial position, and help you reflect on and identify your vision for financial success moving forward. Let’s determine financial objectives that are important for you to accomplish over the next 2,5,10 and 30 years as we work together.
Analysis & Course of Action
At this point, we’ll look at what you’re doing now and discuss alternative courses to maximize the potential for meeting your goals.
Developing & Presenting Recommendations
After coming up with various recommendations aligned with your goals, we’ll spend time reviewing these recommendations and see how incorporating them looks over time. We will consider all details, assumptions and estimates used for recommendations, including how each option aligns with your goals.
Implementation
Now’s the time when we put your strategies into action. Together, we’ll delineate which recommendations we will implement for you and what actions need to be taken on your end.
Monitoring & Updating
Over time, Cohen Wealth Advisory will be overseeing all parts of your financial plan. We will set a schedule for a periodic review of your plan in which we will make any necessary adjustments based on any life changes, market or economic events, newfound goals or new responsibilities.
Start the Process
The first step is to reach out to learn more about how Cohen Wealth services work.