Financial Planning Process:
Leigh Baldwin & Co. (LBC), Advisory Services utilizes a consultative client process. Our process is a series of foundational discovery conversations combined with a proposed financial plan. Our goal is to partner with our clients to help them maximize their financial well-being and meet their financial goals.
In our initial meeting we will work to get to know you on a personal level. We hope to discover your financial wants and needs. We will review your current financial plan by discussing general information, investment and retirement accounts, monthly expenses and more. We will discuss how LBC Advisory Services may help to partner in your financial plan and if LBC Advisory Services is the right fit for you.
Proposed Investment Plan:
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 questionnaire and walk through what it means for you. At this point we will discuss in more depth our investment process as we review your proposed investment portfolio. We hope to deliver you peace-of-mind in your financial plan and your partnership with LBC Advisory Services.
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.
Initial Follow-Up Meeting:
Out 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 client portal and answers questions about updating information or connecting financial accounts. Our goal is for you to leave the meeting comfortable with the software and with peace-of-mind of your financial well-being.
Regular Monitoring and Annual Review:
Life can change fast. Our team stands at the ready to be adaptive and creative to change your Financial Plan as your life goals change. We will conduct checkpoint meetings based on your preference and will conduct an annual review at the minimum for our clients.