Our Approach and Process
We utilize a customized approach and a consultative process to provide client-centric financial solutions.
Approach
Customized
We approach new relationships with open minds and ears. It is our job to listen and to understand what is most important to you, so that we may craft a personalized plan and solution. Client needs define the scope of engagement of our services.
Process
Consultative
Common areas of financial concern for individuals, families and businesses dictate the use of a disciplined planning process. We utilize a clear, thorough and transparent six-step planning process to govern our client engagements.
Expectations
Clarity
From Wealth Management Associates of Colorado you may always expect
- Confidentiality
- Respect
- A non-judgmental attitude
- Transparency
- Advice based on principles
- Service and communication that is defined and upheld
In turn, from our clients we expect
- Willingness to share and disclose
- Openness to education
- Timely responsiveness
- Availability and willingness to discuss changes
- To be consulted for our opinion as a primary advisor