A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. At Right Fit Financial Advisors we believe personalized service is essential to match clients with the right financial products and services.
Our commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, facing career issues or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
Our Tailored Plan involves:
- Strategy: We will work out the best investment and insurance strategy for you at this stage of life.
- Implementation: We will then carry out the best implementation of that strategy once we’ve agreed to it.
- Service: We will provide education and information through newsletters and targeted mailouts. We keep an eye on financial and related economic affairs and will contact you if there will be any significant impact.
- Review: Markets change, personal situations change; it’s important that your strategy is reassessed regularly to achieve the best outcome for you.
If you need advice, have questions about your plan or need information on any specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.