New Client Experience
The Global View mission is for each of our clients to achieve their clearly defined goals. We believe each client’s odds of goal attainment are much higher if they are working with a fiduciary, using a robust investment strategy, comfortable with what is happening, and maintaining a meaningful relationship. The initial set of new client meetings and experiences are very important in building the foundation to fulfill these objectives.
The following outline is offered to provide an estimate of what a prospective new client should expect. Obviously, each individual case is unique, thus there may be some deviation from the outline. The most important thing to understand as a prospective client, is that we are committed to working along-side you to create and implement a plan.
Click here for New Client Service Agreement
First Step: Getting to Know One Another (1 hr to 2 hrs)
- Business and regulatory structure and team members
- How we are different from Brokerage Firms, Banks, and Insurance companies
- High level concepts that we believe to be important when discussing investing and financial planning (we have found that many people have not considered these concepts)
- Learning who you are – goals, concerns, current financial situations
Second Step: Review of Preliminary Findings and Recommendations
- Review multiple scenarios within the Financial Picture
- Reach agreement on the most likely scenario
- Examine the portfolio specifications that most closely align with the agreed upon financial plan
- Discuss additional planning suggestions:
- Survivorship needs (Life Insurance or Disability Insurance)
- Estate & Legacy Planning (Wills, Trusts, & Beneficiaries)
- Tax Planning or Review
- Liability Remediation (Liability insurance to reduce risk
Third Step: Agree on a Recommended Course of Action
- Review a summary of specific recommendations based on previous analysis and client collaboration
- Offer an implementation “To Do List” in order of priority
- Global View will ask the prospective client for a decision about retaining our services to implement the plan
- Each plan will be client specific, so there is no standard set of expectations for each client
- Our commitment is to be a positive force in getting the agreed upon strategy in place
Implementation Phase:Each plan will be client specific, so there is no standard set of expectations for each client
- Our commitment is to be a positive force in getting the agreed upon strategy in place
On-going Service:
- Regularly scheduled review meetings in which we will review the client’s Financial Planning, investment portfolio, and changing circumstances with a goal of Comfort With What Is Happening
- Monthly account statements
- Quarterly investment/market update
- Phone conversations when needed or wanted