Our Unique Approach to Helping Clients Achieve Their Financial Goals
Your journey to financial well-being deserves a process you can count on: one that's reliable, collaborative, and conducted in your best interests. We designed our process based on best practices promoted by the Center for Fiduciary Studies and the Centre for Fiduciary Excellence.
Our process is a bit like the sport of orienteering.
In orienteering, participants use a map and compass to find their way across difficult terrain to reach their desired destination. When working with our clients, we establish goals and design a "map" together to reach those goals. Here are the steps:
Step 1: Creating the Master Map
We learn about the client's financial situation, goals, and interests.
Step 2: Orienting the Map
We present an investment plan and other recommendations based on our analysis of the client's information. We also discuss AMDG Financial's approach to investing.
Step 3: Decision Point
The client determines whether to commit to an advisory relationship and accept our recommendations.
Step 4: Interim Checkpoint Meeting
A meeting scheduled shortly after the decision point to organize account transfers and other necessary paperwork.
Step 5: Regular Checkpoint Meetings
We meet at prescribed intervals (usually once or twice a year, depending on the scope of the relationship) to discuss the client's progress toward goals and any changes in the client's situation. Throughout this time, we may also meet with, or seek input from, our team of subject-matter experts and/or the client's other advisers. This way, we maintain a holistic view of our client's overall financial picture.