Our Process: Streamlined Solutions by Following Four Key Tenets
Complicated matters made simple. That is our ultimate goal, the mission that drives us. Bringing clarity and vision to all the financial decisions in your life is simply what we do.
Whether you’re focused on retiring on your own terms or leaving something behind for the next generation, we can help. Our sound, straightforward process leads to practical recommendations designed just for you.
To help you achieve your goals and simplify the process, ClearTrack Financial Advisors follows four key tenets with our client relationships:
- Documented Investment Plan - Our clients maintain a fluid, dynamic investment plan to understand their current situation, their future goals and how we are planning help them reach their goals.
- Regular Communication Schedule - We agree with our clients to a regular meeting schedule. We meet in-person at least once annually, and we communicate at a minimum quarterly (in-person or over the telephone). The communication requirement is a mutual understanding between the clients and the advisors.
- Transparency and Education - We ensure that our clients understand their investment plan. We work together to ensure mutual trust and full transparency.
- Disciplined Asset Allocation - ClearTrack Financial Advisors believes in establishing a diversified and disciplined investment plan. Our clients are able to take advantage of investing in various assets that have a low correlation to each other. This reduces the volatility in clients' portfolios.