Becoming
a Client
You have familiarized yourself with Focus Asset's
services and you wish to explore a relationship with us.
What next? Of course Focus Asset tailors every relationship
based on your needs and preferences, but here's a handy
checklist of what you can typically expect.
Step One:
Get in touch with us! Step
Two: Let's have an initial conversation
(phone preferred, or e-mail)
• |
Who is Focus
Asset? |
• |
Who are you? |
• |
What initial questions can we answer
for you? |
• |
Would you like an information packet? |
Step Three:
We'll follow up
• |
Did you receive
your information packet? |
• |
Additional questions? |
• |
What are the next best steps for
you? |
Step Four:
Let's meet each other (in person or by phone)
• |
Provide us with your
current portfolio statements for initial analysis
(in advance). |
• |
Meet your primary advisor and other
key members of the Focus Asset team. |
|
• |
Include others who will be part
of the relationship (such as a spouse, family member,
retirement plan coordinator or key trustee). |
• |
Let's begin discussing: |
| |
- Your investment history
and what it means to your future |
| |
- Your financial goals and ways we
can help you achieve them |
| |
- Focus Asset's investment philosophy
and how it can be expected to work for you |
• Our fee-only structure means
NO COST for initial meetings.
Related link: Ongoing
Support
|
