Broker Check

Our FOCALL Process

The largest part of building long-term relationships with our clients is listening and understanding where you are at this moment and where you wish to be in 5, 10, or even 20+ years down the road. The pinnacle of our success is when a client reaches one or more of their established goals. Your goals become our goals and we enjoy celebrating those milestones with you. In order to create a comprehensive plan and financial strategy that fits your unique situation, we generally use our FOCALL process.

 

Through this process we can emphasize our focus on you. This starts with building a strong foundation of who you are and what you hope to accomplish. Discovering the objectives you wish to achieve helps create the comprehensive financial plan. Your plan is unique to you and provides the road map for pursuing each milestone. While we pride ourselves on designing a plan specifically for your situation, we know life happens! Sometimes life events can change your objectives or even the means of pursuing those objectives. We include a step in our process to assess the plan and see if any changes need to be made, whether that be a quick phone call or an in-depth review meeting. These types of meetings in addition to regular education seminars allows us a chance to help you learn. We can all agree having confidence in our financial choices is a top priority and understanding those choices is key. You work hard for what you earn and even if you can't take it with you when you go, you can have control over where it ends up. We've dedicated a special step in our process to help you make the most of your legacy when you're gone. 

This is intended to illustrate products and services available through Waddell & Reed. It does not necessarily represent the experience of all clients, and may not be appropriate for every investor. Individual clients should review with their financial advisor the terms, conditions and risks involved with specific products and services.  (08/20)