Process

We begin with a complimentary consultation to determine if we will be a good fit together. At Private Asset Advisory Group, we believe that it is important to have a strong Advisor/Client relationship built on trust. Our first meeting gives us an opportunity to learn about you, your financial goals and your financial history. We will explain what services we bring to the table to help you meet those goals and will begin to lay out the fees for those services. Since we are a fee-based financial advisory firm, we don’t earn commission off of your investments, we are instead much more cost-effective for our clients because we don’t charge a broker fee for each and every stock that is purchased.

If you are interested in moving forward after our first meeting we will perform a portfolio review to determine where your assets are and if they are meeting the goals we discussed. Once the review is complete, we will move onto creating a proposal for our services.

We will present you with the services that we will provide for you account along with their associated fees. This proposal includes collaborating with any advisors you may already be working with and executing a plan to help you achieve your financial goals. We will layout a 10,000 foot view of what you need to do to accomplish your goals and if you like what you see we’ll get started on helping you reach your financial goals.

Once we have begun working together we will start to dive into what needs to change within your portfolio to make your financial goals a reality. We will walk you through each type of investment that we will make and how it will benefit you. This process is ongoing throughout our relationship together. We continually monitor your investments to help ensure that we are meeting your financial goals as they grow and change throughout your life through our 7 Steps to Success.

1. Identify Needs and Objectives
2. Gather Information
3. Analyze Information
4. Develop a Plan of Action
5. Implement the Plan
6. Review Progress
7. Repeat

We will move through these steps with you as your financial goals grow and change and repeat the cycle as needed. As your investment level fluctuates or your financial goals change, we will repeat the steps to insure that your money is invested wisely and in accordance with your risk tolerance. As your tolerance changes, we will work together to move your investments around so that they are working towards your goals.