Loop Method

Leigh Baldwin & Co., Advisory Services (LBA) utilizes a consultative client process. Our process is a series of foundational discovery conversations combined with a personalized financial plan. Our goal is to partner with our clients to help them optimize their financial well-being to meet their goals and dreams.

In our initial meeting we will listen to get to know you on a personal level. We hope to discover your financial goals and dreams. We will review your current financial plan by discussing general information, investment and retirement accounts, monthly expenses and more. We will discuss how LBA may help to partner in your financial journey and if we are the right fit for you.

During the investment plan meeting we will discuss our findings from our initial discovery meeting(s) and propose the next steps. We will take the time to review your risk capacity and walk through what it means for you. At this point we will discuss in more depth our investment and planning process as we review your personalized plan. We hope to deliver you peace-of-mind in your financial plan and your partnership with LBA.

During this phase we make the mutual agreement to partner in your financial well-being. We strive to become a long-term relationship and a trusted partner. We will walk through together the necessary paperwork and answer any questions you may have.

Our team will take the time to review your current financial plan, portfolio positioning, and answers questions you may have on the various documents you received. We will review your financial planning account and answers questions about updating information or connecting accounts. Our goal is for you to leave the meeting comfortable with the software and with peace-of-mind that you are on track to reach your dreams.

Life can change fast. Our team stands at the ready to be adaptive and creative to change your plan as your goals and dreams change. We will conduct checkpoint meetings based on your preference and will conduct an annual review.