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

  • Meet and Greet

  • Discuss your personal story

  • Determine the client - advisor relationship

QUARTER 2

  • Fact Finding - gather personal and financial information

  • Analyzing and preparing recommendations for your financial situation

  • Smooth transition of you and your assets to our team

QUARTER 3

  • Invest your assets according to your risk profile

  • Present your customized financial plan

  • Assist in accessing online resources

QUARTER 4

  • Annual review meeting and proactive communication

  • Ongoing discretionary investment management

  • Opportunities to build and strengthen our relationship with you

Please reload

  • Black Facebook Icon
  • Black Twitter Icon
  • Black LinkedIn Icon
CLIENT LOGIN                DISCLAIMER

© 2020 by Econ Wealth Management

SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC