Almond Valley Wealth Management can help you create a personalized financial plan, help you navigate multifaceted financial decisions, provide objective advice, and help you stay on track to meet your financial goals. We communicate complex financial concepts in a clear and understandable way. You can expect to receive personalized financial advice and guidance tailored to your unique goals and circumstances.

 

OUR PROCESS

Almond Valley Wealth Management's typical process begins with an initial consultation, during which we will get to know you and your financial situation, goals, and concerns. After the initial consultation, we will work with you to create a financial plan that outlines your short-term and long-term financial goals, and provides a roadmap for achieving those goals. We will then work with you to implement your financial plan, which may involve managing your investments, helping you save for retirement, and providing guidance on major financial decisions. We will provide ongoing support and guidance, and make adjustments to your financial plan as your circumstances change over time.

 

 

WHY WORK WITH US

  1. Experience and expertise in financial planning and investment management

  2. Strong communication and interpersonal skills

  3. A good listener who takes the time to understand your unique goals and circumstances

  4. A transparent and ethical approach to fees and compensation

  5. A collaborative and consultative approach

  6. A commitment to ongoing education and professional development

  7. A track record of success in helping clients achieve financial goals

 

CLIENT BEST PRACTICES

To get the most out of your relationship with Almond Valley Wealth Management, we suggest these best practices:

  1. Be open and honest about your financial situation, goals, and concerns.

  2. Be responsive to requests for information or documentation.

  3. Be willing to ask questions or seek clarification when you need more understanding.

  4. Work collaboratively with us to implement your financial plan and make adjustments as needed over time.

  5. Review your financial plan on a regular basis to ensure that it remains aligned with your goals and circumstances.

  6. Be patient and realistic about the time it takes to achieve your financial goals.

  7. Stay informed about your investments and financial plan, but avoid making knee-jerk reactions to market fluctuations or short-term trends.

Throughout the year, it is important that we stay up-to-date about changes that may occur in your life that could impact your financial goals and strategies. Life events to call us about:

  • Change of contact information
  • Getting married
  • Having or adopting a child
  • College planning
  • Buying or selling a home
  • Changing jobs
  • 401(k) rollovers
  • Getting a divorce
  • Caring for an aging family member
  • Emptying the nest
  • Retiring
  • Making a major purchase (second home or investment property, vehicle, wedding)
  • Passing of a family member

 

 

REFERRING US

Oftentimes, our clients will come across a friend or relative who is in need of a financial professional and could benefit from the services that we have to offer. Please know that we welcome the introduction and hold our conversation in the highest confidence. There is no fee or obligation for an initial consultation. There are a few ways that work well for making an introduction between us and the referral. Here are some questions we have asked in the past:

  • Who in your circle of family/friends/coworkers is looking to retire?
  • Who is the last person you know that moved or changed jobs?
  • Who do you know that owns their own business?
  • Who do you know that would appreciate the value we provide?

Possible methods of referring:

  • We simply talk through an actionable method of introduction for you and the referral – something comfortable to execute such as coffee or lunch together.
  • Bring them as a guest to any event we host throughout the year.
  • Call or email us and provide their name, phone number and email, and we'll be happy to reach out to them.
  • Provide the referral with our contact information and encourage them to call me directly. Please have them mention you as the referrer.

 

 

10 KEY QUESTIONS TO ASK US AT YOUR FINANCIAL REVIEW

  1. Is my investment strategy on track?

  2. Do I need to make any changes to my retirement plans or investment strategies?

  3. How did my portfolio perform over the last year?

  4. How can I maximize the returns on my investments?

  5. Am I saving tax-efficiently?

  6. Am I protecting my income?

  7. Am I preserving my assets?

  8. How does my plan affect my family?

  9. What changes should I make to help ensure that I am on track for success?

  10. Who do I know that could also benefit from working with Almond Valley Wealth Management?