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Elizabeth Wyand - Ameriprise Financial Services, Inc.

(585) 461-2280 2280 East Ave, Rochester, NY 14610 M-F 8am-5pm, Sa-Su Closed Official site

Categories: Financial Planning

The Details

Our approach is a disciplined financial planning process as we believe better decisions are made by clients when we bring together their personal circumstances with solutions based on knowledge and experience. We have developed a service model that ensures successful implementation of our approach and philosophy utilizing seven specific steps: 1. Understanding why future clients come to see us, their circumstances, their goals and expectations, and if their needs are aligned to our service. 2. Gathering information that adequately reflects their current financial situation as well as their attitudes toward investment risk. 3. Meeting with the client to confirm our overview of their information in the context of their circumstances. We share our first thoughts in terms of how we observe their strengths and weaknesses and clarify their priorities. 4. Analyzing the client's data and applying our wisdom and recommended course of action. 5. Meeting with the client to present our findings, reviewing our work to ensure we've addressed their needs, and presenting solutions. At the end of our meeting we help you to execute the strategies discussed. 6. Implementing recommendations. Our staff completes personal profiles, client forms, and gathers beneficiary information as necessary. 7. Tracking the client's personal situation and benchmarking their progress on an ongoing basis.

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