Initial Financial Planning
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Description
Financial Planning begins with a consultation with you to understand your objectives and determine the services you require. Any services delivered by Access are authorized by you in advance by executing the Access Investment Advisors Client Agreement. We begin by developing an inventory of your assets, liabilities, income sources, expenses, tax records, legal documents, investments, insurance and retirement plans. With this information, and a thorough understanding of your goals, we will develop recommendations designed to achieve your ideal plan using your available resources. If your ideal plan is not achievable, we will explore alternative solutions to develop a best fit for your situation. After your initial plan is delivered to you, we will assist in implementing any or all of our recommendations.
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Initial Financial Planning
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