WHAT TO EXPECT

It all starts with you reaching out to us

Have an initial 10 to 15-minute phone conversation with our Client Advocate, Brittany, where she can assist in answering any initial questions you may have regarding our firm. She will also take this time to get to know you a little better, and how we might be able to help you. At this time, she will determine which one of our experienced Certified Financial Planners™ is the best fit for you, and schedule your complimentary consultation.

Preparation for Your Consultation

Following your phone conversation with Brittany, she will provide you with some additional information on our firm for your review as well as a questionnaire for you to complete and bring with you to your consultation. This questionnaire does not only provide your advisor with an overview of your finances, but it’s also a great exercise to get you thinking about your finances.

You Talk, We Listen

At the time of your consultation, join us at our office where we will have the opportunity to meet you in person. This initial consultation typically lasts 60 to 90 minutes in length, and is when you and your advisor will sit down and get to know each other. We will answer any additional questions you might have, but the primary goal for this meeting is to get to know you.

We want to know more about what is important to you, your current financial circumstances, and the kind of lifestyle you desire now and in the future. Through our conversation, we will begin to develop an objective picture of your financial situation so that we can determine how we might best help you.

You Receive a Plan and Portfolio tailored to your needs that provides Realistic Solutions

Once we have all of the necessary financial information we need, we will get to work on your behalf by preparing a plan and portfolio that provides you with realistic solutions.

We believe in providing objective financial advice for you to follow, and your portfolio is designed to match your personal risk tolerance and financial goals. At the end of the day, we want to provide you with a clear understanding of your financial health and a feasible plan for meeting your goals.

You receive ongoing support and a long-term relationship; A partnership geared towards Success!

We will follow up on an ongoing basis to determine how you are tracking to meet your financial goals and recommend adjustments as needed. We can also coordinate with your other financial professionals to incorporate these additional areas into your financial plan. Each quarter you receive from us an easy-to-read investment statement illustrating all deposits and withdrawals, and outlining your portfolio performance.

As we work together through the years, we will be there to help you work through each major transition, allowing you to focus on other facets of your life that you enjoy most.

Contact Sharkey, Howes & Javer to schedule your complimentary consultation and begin your financial journey with us!

303.639.5100