Becoming a client
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor.
We listen to your goals and evaluate your current situation before creating a plan to help you achieve those goals.
Our Steps
1. DISCOVERY MEETING
Our initial no obligation Discovery Meeting gives us a chance to get to know you better and find out if we can work together.
2. FACT FINDING & ANALYSIS
Your information is collected to create a personalized plan for your financial goals while taking into consideration factors like time horizon, risk tolerance and your personal circumstances.
3. PLAN PRESENTATION & IMPLEMENTATION
The strategies in your plan will only be implemented after you have understood the steps required and are willing and able to undertake the responsibilities involved.
4. PROGRESS MONITORING & REVIEW
At least once a year, we will meet to measure your progress and make necessary adjustments to your plan as your life circumstances change.