If you are seeking professional assistance, it is likely because you want guidance for your financial future. Your investment is like your child. You have watched over it diligently for twenty-five, thirty thirty-five or more years, as it has slowly come to maturity. Letting a financial professional into that arena is a remarkably personal process.
How often should you be meeting then? The industry standard is that your financial advisor should meet with you to discuss your finances only once a year. It does not matter how educated they are, or how long they have been in the business: a professional who meets with you or calls you only once a year is simply not able to make personalized, informed decisions that will conform to your needs. No matter who your financial professional is, it is critical for you to meet or talk with them frequently, especially in the beginning stages of your retirement.
You want to be sure your financial advisor has all the information they need to know to be able to handle your investments. After all, you have just entrusted them with a very important aspect of your financial life. You also want to make sure you have all the information you need to be comfortable with the relationship, as well.
Here at Miramontes Capital we believe you become comfortable with your financial architect, as we call them, by meeting with them on a regular basis. We get to know you so we can better assist your needs. We can also keep you better informed on everything you need to know about your account.
Our Miramontes Method for ensuring that clients remain informed starts at the first meeting and does not stop. Once you are a client, we confer with you 10 to 12 times during that first year, which is about once a month. During the second year, we scale it back a bit to every 45 to 60 days if the client is more conservative, otherwise we continue with the 10 to 12 communications per year via call, Skype, or one-to-one meetings. This schedule of analysis and communication with our client continues for life. We also go further with the inclusion of roundtable breakfasts, where we get to meet with and stay current on the personal lives of the people we are assisting, and also give them some time to talk together and share their experiences.
We do business this way because any other way simply does not make sense to us. Everyone has a personal relationship with their retirement funds, and we feel that that a financial architect’s relation to his client’s funds should be personal, too.
FOR MORE HELP REGARDING FINANCIAL ADVISING, CONTACT MIRAMONTES CAPITAL.
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help you with your new beginning through retirement planning.
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This video is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place. Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This video is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.