YOUR CLEAR EXPERIENCE

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Client Lifetime Engagement And Relationship

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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.

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When working with our team, here's what you can expect from your CLEAR experience.

Quarter 1

• Meet and Greet

• Discuss your personal story

• Determine the client - advisor relationship

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Quarter 2 

• Fact Finding - gathering personal and financial information

• Analyzing and preparing recommendations for your financial situation

• Smooth transition of you and your assets to our team.

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Quarter 3 

• Invest your assets according to your risk profile

• Present your customized financial plan

• Assist in accessing online resources

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Quarter 4

• Annual review meeting and proactive communication

• Ongoing discretionary investment management

• Opportunities to build and strengthen our relationship with you  

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