YOUR CLEAR EXPERIENCE
Client Lifetime Engagement And Relationship
At Econ Wealth Management, we strive to be engaged with you and form a lifetime relationship. Our goal is to help you achieve your financial dreams while providing you with what we believe will be a positive experience.
When working with our team, here's what you can expect from your CLEAR experience.
QUARTER 1
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Meet and Greet
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Discuss your personal story
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Determine the client - advisor relationship
QUARTER 2
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Fact Finding - gather personal and financial information
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Analyzing and preparing recommendations for your financial situation
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Smooth transition of you and your assets to our team
QUARTER 3
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Invest your assets according to your risk profile
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Present your customized financial plan
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Assist in accessing online resources
QUARTER 4
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Annual review meeting and proactive communication
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Ongoing discretionary investment management
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Opportunities to build and strengthen our relationship with you
