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We will discuss your interest in our financial planning services. We will
provide you with information about our advisory services, and fee
structures. We will also provide you with a brochure and introductory
materials.
Step 2: Informational Meeting
This is a meeting to discuss your investment philosophy, objectives and
preferences. This meeting will also discuss the specific services that you
are interested in. An estimated fee will also be provided to you. One half
of this fee is due upon agreement to enter into services.
Step 3: Data Gathering And Initial Preparation
Information about the client’s financial life will be gathered. We will seek
to assess financial goals, needs and priorities. An investor profile
questionnaire will be completed to determine your investment attitude
and risk tolerance. Reports and summaries are developed from the
financial information gathered.
Step 4: Investment Plan Formulation
All information previously gathered is analyzed and a specific report is
formulated based upon a number of factors (age, income, tax bracket,
investment goals, risk aversion, financial situation).
Step 5: Financial Plan Presentation
You will be presented with a customized financial plan based upon your
financial goals, objectives and risk tolerance. The complete plan will be
reviewed as well as all recommendations and instructions for
implementation. Final payment is due on this date.
Accomplish Your
Goals"
5221 Red Hill Way
Baltimore, MD 21237
(410) 933-5662
info@newhorizonsadvisors.com
© 2006 New Horizons Management & Financial Consulting, LLC
All Rights Reserved
