Since partnering in 2018, Financial Principles shares a belief with our Hightower Advisors community that comprehensive wealth management is about more than managing money—it’s about helping you create your own story and realize your unique dreams. If you seek advice and guidance from an experienced advisor who is backed by the strength of a supportive community and robust technology and financial solutions, we invite you to learn more about us.
Our collaborative approach includes a follow-on series of touchpoints with you to help ensure that our recommendations stay aligned with your needs, goals and overall financial picture, as your circumstances can change over time. Once your financial plan is in place, we will continue to meet regularly to track progress and adjust your plan as needed. Our team works concurrently behind the scenes to service client portfolios, monitor financial plans, and execute wealth management strategies.
Between meetings, we are readily available for any servicing needs and to review and discuss any questions or changes to your overall financial situation/plan. We are proactive with client communications and stay in touch as markets, economies, and political landscapes are constantly changing.
Our strategic process supports customization at every level. From retirement planning and wealth transfer to asset allocation and business needs, we work with you to develop strategies that help put you on a path to financial independence.
The discovery meeting features questions and conversations designed to help our team evaluate your current situation, as well as your long-term goals. We explore your time horizon, philanthropic pursuits, concerns, requirements, investment knowledge and aspirations.
Based on the information gathered in the discovery meeting, our team works together to develop a focused, detailed investment strategy and holistic wealth management plan to help position you for success. Then, we present our recommendations to you, answering your questions and refining the plan as needed.
We finalize your investment strategy and wealth management plan and hold a mutual commitment meeting to confirm and formalize our agreement with you. Then, our client service professionals work with you to usher you through the client onboarding process.
We implement your plan; allocate your assets into a balanced, diversified investment portfolio; and integrate other key wealth management services.
We provide ongoing investment monitoring, and host regular progress meetings to review your plan and portfolio with you. We adjust, rebalance and reallocate your portfolio as necessary.
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