Sometimes two is better than one, and that’s the philosophy at Foster and Motley, where financial planners and investment managers work side by side with you.
In this episode, David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®, discuss how their dual-advisor approach helps ensure their advice truly is personalized to each client’s unique circumstances and goals.
David and Ryan share more about:
How financial planning and investment management are different but complementary professions
The Power of &
Ways the dual-advisor approach benefits the client
When you make the decision to work with a financial advisor, they are going to get to know you and your financial situation to assist you in reaching your goals.
Over the first year, they are going to meet with you and slowly address each area of your finances.
In this episode, Rachel Rasmussen and Tony Luckhardt speak about what the first year looks like when working with advisors at Foster & Motley so you can better understand what to expect. The pair dive into what you should know about the initial meeting, and how they work to address things over the first year of the relationship.
Rachel & Tony discuss:
The initial meeting with a financial advisor
Data gathering and how they ensure they have all that they need from you
Why there are three to four meetings the first year and what is discussed in each
What to expect from your financial planner and investment manager