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Selecting the right financial advisor is a very important decision. It takes understanding, communication, mutual respect and trust. This roadmap outlines the process we will travel from initial meeting, and if we both agree, the steps that will happen next.
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First, Madison will listen and seek to understand your dreams, financial needs and priorities. Next, we’ll introduce Madison’s philosophy and how our team operates so that together we can determine if we are a good fit for each other.
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You will be asked to provide us with some important information to help us understand your overall financial picture and the risks you may face. We will ask questions about your level of confidence regarding aspects of your financial situation and any previous experience with advisors. We will provide you with a Portfolio Overview and discuss with you our Risk, Quality and Confidence Review™.
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Together we’ll map a path for your future that is based on your needs and goals. We will present how Madison’s solution addresses your dreams. You will be given a sample Financial Plan, a sample Portfolio Plan, our Investment Policy Statement and sample Reports.
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Madison will prepare all the necessary documents to establish and fund your investment accounts. We will then work together to prepare your individualized financial plan and develop a Custom Portfolio Plan that supports your goals. We will begin to turn your dreams into reality.
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