Our Process
Step 1 - Initial Phone Meeting
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. I will describe our process and the costs associated. If we are not a good fit for each other, I will gladly introduce you to a firm/advisor better suited for your needs.
Step 2 – First Official Meeting (Zoom/Office)
The goal of this meeting is to understand what is important to you. Your detailed answers to our questions will guide our analysis.
Step 3 - Our Analysis
I will apply over a decade of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:
Are you on track to retire?
Are you overpaying taxes?
Can your portfolio be improved?
Can you eliminate, or at least reduce threats to your financial roadmap?
Step 4 - Second Official Meeting (Zoom/Office)
During this meeting I will explain exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see how our firm can improve your finances.
Step 5 – Next Steps/Paperwork
Prior to deciding whether we should work together, you will want to answer the following questions:
Do I like/trust/respect the team at Handlin Wealth Management?
Will the value they provide exceed their cost?
Do I understand and agree with their investment philosophy?
Do their recommendations make sense to me?
During the final meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
nate.handlin@lpl.com | (386) 281-3032