What an Initial Engagement with Our Financial Advisors Looks Like
Have you ever met with a financial advisors and their sole focus is on gathering data they expect you to have right at your fingertips? You may leave the meeting thinking, “This is going to take a ton of time and effort. I’ll just put this off until later.”
Or maybe you felt embarrassed that you didn’t have all the information the advisor needed to start the process, so a year or two goes by before you think about it again.
Do you believe you deserve high quality financial advice AND a comfortable, friendly experience?
Have a Better Experience
At Connections Financial Advisors, we want you to have a better experience, to put you at ease, and be comfortable with our efforts to help you succeed.
Instead of focusing on gathering your data, our first step is to help you get organized, so we can uncover the information we need to help you. And, so you can understand why it’s important to the outcome.
Your First Steps Lead to a
Long-Term Financial Ally
Any successful journey begins with knowing where you are and where you want to go. We need to understand the details of your financial life—and we know this may not be in perfect order right now. A good start is to bring in whatever financial information that is readily available.
Recent statements for existing financial accounts, a copy of your latest tax return, even your most recent pay stub…we’ll work with you to sort it out.
By the end of your complimentary first meeting, we will put you on a path to get organized and we’ll gather the details we need to help you move forward. Your next steps will be made easier and clear. Most important, we’ll have gotten to know each other a little better and you’ll have added a potentially long-term financial ally to your corner.
Ready to get started?
Let’s schedule your complimentary initial conversation.
604 N Union St Ste 1
Lincoln, IL 62656
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