Initial Client Meeting
The goal at IFS is to offer a personalized investment strategy and comprehensive personal plan that simplifies your life. We understand our clients' unique challenges, that is why IFS specializes in offering a process that eases a client into their personalized plan. IFS clients not only benefit from well researched and balanced investment strategies, but also through the organization of their financial information in a easy to maintain Comprehensive Financial Plan and Financial Data Organizer we call our Financial Navigator.
Our belief that investing is a process, not a product, guides us through six comprehensive discussions to ensure that you receive a customized strategy. During our initial meeting we will attempt to establish the following:
ASSESSMENT
Determine Broad Goals (10,000 foot view)
Determine Broad Short, Intermediate and Long Term Needs
Establish Objectives and Long Term Goals
Evaluate Estate Planning Needs
Introduce our firms Investment Strategy
Introduce the Financial Navigator - Plan and Data Collection Binder
PURPOSE OF THE MEETING
Evaluate if the firm is a good fit for the client AND if the client is a good fit for the services offered by Insight Financial.