Our goal is to create a relationship of trust with each of our clients and advise them in personal financial services, to help them achieve their goals and ultimately financial security.
So, what can you expect when you decide to work with us?
We begin each meeting with new clients with an analysis of their complete financial needs. To fully understand your investor’s profile, it is important to have a global view of your affairs and therefore we ask you a few questions that allow us to better define you, among others:
Then we talk about objectives: short, medium, and long-term. When we execute an investment plan, analyzing your financial goals allows us to put in place an investment horizon and risk tolerance that is most appropriate for your needs. It is these values that allows us to build your portfolio and distinguish which types of financial products are most appropriate for you. Other types of questions help us distinguish it, for example:
These types of questions will also help you verbalize your financial needs, desires, and goals. It is important to keep in mind that retirement and financial security can mean different things, depending on the individual.
Finally, once this financial needs’ analysis is completed, we present it to you by offering you our explanations and our results corresponding to the information collected.
We sincerely believe that listening is an indispensable value in our field. Flavio and I offer our clients a continuity of services throughout their financial journey. We listen to your needs while establishing follow-up meetings according to your different life stages (change of goals or net worth, marital status, birth of a child, death, estate, business, etc.).
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