Absolutely. Your financial information and will be kept entirely confidential. We will never sell it or distribute for any reason at all.
What if I go through the process and don’t want to make any changes?
We hope that you would have gotten some value out of it and that you keep us in mind down the road. Otherwise, on our part, in short, we move on. We’re an established practice and do not hound or pressure people to become our clients. We want to work with people who want to work with us. We’re not interested in having clients who were “talked into” being our clients, so if you feel that we are not a match for your needs just let us know and we’ll part ways on good terms.
How much money do I need to become a client?
This question is best answered by reading our About Us section and you’ll understand why we don’t choose account minimums. We want to work with people we can help and who appreciate what we do. If you don’t have much money, we can at least get you pointed in the right direction whether you become a client or not. At this point, don’t worry about this.
What’s this going to cost me?
The first three steps of this process are at no cost or obligation to you and there wouldn’t be any cost unless you were to become a client. Costs depend entirely on what you are invest in and it’s important to note that we are very upfront on costs and you will not suddenly get a bill in the mail from us for these initial “getting to know you” services. In most cases costs are built into the investments we use or we will arrange a fee-based agreement if that’s you’re preference. If you are worried about costs or obligations, the worst case scenario in our initial meetings is that we help you hone in your financial goals and you walk away with a pretty good idea of your net worth. Some clients don’t necessarily want to make changes and we help them simplify and consolidate assets. In most cases, we do a little of everything; we’ll run your numbers for you, consolidate assets and then gradually shift things into a more ideal mix of investments. Everyone is different and we’re not in a hurry.
Who do you take on as clients?
Generally speaking our clients tend to be those who have an active interest in their investments. This doesn’t mean that they are looking at stocks all day long, but educating our clients is important to us and if a client isn’t willing to learn then this tends not to be a good fit for us. At the end of the day, clients look to us for a variety of reasons; often the first reason that comes to mind is growing their money. Our style of growth is not exciting. We look for solid more predicable returns rather than “the next big thing” or the “homerun investments”. If you are looking for aggressive growth using risky or speculative investments, we’re not the place for you. In taking on new clients, we recognize that a new client spreads us just a little bit more thin with respect to being able to service our existing clients. We value take on clients who we like to work with and not just because they have a certain sum of money to invest. We look for people who we feel that we can help and people who we feel have a similar outlook on the world and are not obsessing over the apocalypse de jour. This is nothing for you to worry about other than that throughout our process we are also determining candidacy and it’s important to note that the size of your portfolio is not the primary consideration or even the secondary consideration.
Are you going to pressure me to do something?
Yes. Not really. We are laid back and not desperate for business and feel that each person has their own pace in making decisions. The only times that we’ve used “pressure” is to prevent clients from making bad decisions. We will never pressure you unless it’s out of financial advising love. Once we have enough information to advise you, it’s normal for us to tell you bluntly what decision you should make, but also recognize that there are many ways to head toward the finish line of your goals. If we feel that a client is making a decision that overly contradicts their goals or is making an unwise decision, we will tell you and to the degree that it is irrational we will ensure that you see what we see. Most of the time we find that simply informing clients of how we came to our advice in a plain manner puts everyone on the same track.
Still Have Questions?
If you still have questions about us or our process, please contact us. We are here to answer your questions.
If you would like to start with a free consultation, please contact us. We look forward to meeting you!
Learn more about GreenStar Advisor's financial services for the greater Denver community.
What to Expect
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