What to Expect
What can you Expect from GreenStar Advisors?
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After you enter in your request for an appointment we will reach out to you by phone or by email within 48 hours to coordinate this. The first meeting is mostly information gathering. We will begin to work with you on a Net Worth Statement. For this meeting we encourage you to come in with a rough idea of what you hope to get from this. A best way to hone this in is to evaluate your worries. Are you worried about outliving you money? Whether you have enough saved? Worried about your money if you were to pass away? Worried about going into Long Term Care? For this meeting we encourage you to bring in any account statements you may be getting in the mail. Normally we will spend the first few minutes getting to know you rather than jumping right into business.
At the end of this meeting both of us will walk away with “homework” to do. Client homework usually involves getting more specific numbers for their assets and income or getting account statements. On our end, we start to compile everything together and start looking at what you are invested in.
In the second meeting we’ll start to formulate a recommendation. Sometimes we don’t have enough information for this, but often we can start to get a feel for what would make sense based on your concerns and goals. We look at advising as an ongoing dialogue and conversation rather than saying, “Here’s our recommendation, take it or leave it.” It’s usually about this time that if it makes sense for us to work together, we’ll start opening accounts and consolidating your accounts.
Beyond this, each client is unique. Some prefer a more hands on approach and want to meet quarterly. Some just like knowing that everything is simplified and that their concerns are met and only want us to contact them if there’s a problem. Just let us know what your needs are.
Still Have Questions?If you still have questions about us or our process, please contact us. We are here to answer your questions.
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Have questions about GreenStar Advisors, our services, process or experience? See frequently asked questions.