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What You Can Expect at our Meetings

A Clear Understanding

Most financial plans begin and end with numbers. However, when you become our client you benefit from a personalizedprocess that begins by understanding what is most important to you and endswith a plan of action that reflects those values. Our comprehensive "holistic" planning processconsists of three initial meetings:

  1. Introductory "Discovery"Meeting
  2. Presentation"Solutions" Meeting
  3. Implementation "Desired Results" Meeting

Prior to the First Meeting

We will ask you to gather certain information and specific documents to bring with you so we can accurately discuss your needs. If you can't gather everything, don't worry, it is the discussion and dialogue that is most important.

First Meeting - Discovery:

 

We may review:

  • Current Estate Plan
  • Investments
  • Income and Expenses
  • Income Taxes
  • Life Insurance
  • Long Term Care Insurance

Hold a discussion on:

  • Your current financial situation
  • Your family situation
  • What is your retirement dream?
  • How do you define "risk"?
  • What keeps you up at night?
  • Your money management philosophy

Discuss our philosophy of "holistic planning" and how it can benefit you

Discuss costs and fee structure

Sign a Letter of Agreement

Second Meeting – Solutions:

  • Present the holistic financial plan
  • Review planning issues and the reasoning behind recommendations
  • Answer all of your questions

Third Meeting – Desired Results:

  • Implement selected solutions
  • Prioritize and assign responsibilities
  • Sign any necessary paperwork
  • Coordinate any referrals to other advisors (CPAs, attorneys, etc.)

In general all of our meetings are held in our office. There we have access to reports,information, materials and forms so we don't delay putting your requests into action. Meetings generally last about an hour to an hour and a half.



 
 
 

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Favia Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and investment advisor representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 512-697-6000.

 

 


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