REFERRING US

Oftentimes, our clients will come across a friend or relative who is in need of a financial professional and could benefit from the services that we have to offer. Please know that we welcome the introduction and hold our conversation in the highest confidence. There is no fee or obligation for an initial consultation. There are a few ways that work well for making an introduction between us and the referral. Here are some questions we have asked in the past:

  • Who in your circle of family/friends/coworkers is looking to retire?
  • Who is the last person you know that moved or changed jobs?
  • Who do you know that owns their own business?
  • Who do you know that would appreciate the value we provide?

Possible methods of referring:

  • We simply talk through an actionable method of introduction for you and the referral – something comfortable to execute such as coffee or lunch together.
  • Bring them as a guest to any event we host throughout the year.
  • Call or email us and provide their name, phone number and email, and we'll be happy to reach out to them.
  • Provide the referral with our contact information and encourage them to call me directly. Please have them mention you as the referrer.

 

 

CLIENT BEST PRACTICES

To get the most out of your relationship with Almond Valley Wealth Management, we suggest these best practices:

  1. Be open and honest about your financial situation, goals, and concerns.

  2. Be responsive to requests for information or documentation.

  3. Be willing to ask questions or seek clarification when you need more understanding.

  4. Work collaboratively with us to implement your financial plan and make adjustments as needed over time.

  5. Review your financial plan on a regular basis to ensure that it remains aligned with your goals and circumstances.

  6. Be patient and realistic about the time it takes to achieve your financial goals.

  7. Stay informed about your investments and financial plan, but avoid making knee-jerk reactions to market fluctuations or short-term trends.

Throughout the year, it is important that we stay up-to-date about changes that may occur in your life that could impact your financial goals and strategies. Life events to call us about:

  • Change of contact information
  • Getting married
  • Having or adopting a child
  • College planning
  • Buying or selling a home
  • Changing jobs
  • 401(k) rollovers
  • Getting a divorce
  • Caring for an aging family member
  • Emptying the nest
  • Retiring
  • Making a major purchase (second home or investment property, vehicle, wedding)
  • Passing of a family member


 

10 KEY QUESTIONS TO ASK US AT YOUR FINANCIAL REVIEW

  1. Is my investment strategy on track?

  2. Do I need to make any changes to my retirement plans or investment strategies?

  3. How did my portfolio perform over the last year?

  4. How can I maximize the returns on my investments?

  5. Am I saving tax-efficiently?

  6. Am I protecting my income?

  7. Am I preserving my assets?

  8. How does my plan affect my family?

  9. What changes should I make to help ensure that I am on track for success?

  10. Who do I know that could also benefit from working with Almond Valley Wealth Management?