The phrase “client experience” is defined as an event or occurrence that leaves an impression on someone. We, at Fragasso Financial Advisors, do not view our Client Experience as a single event; rather, it’s an ongoing process that will result in, what we refer to as, your Dynamic Wealth Plan. Together, we will simplify the complexities of your financial life and uncover the totality of your financial and emotional needs.
What to Expect
Fragasso’s codified and uniformly applied Client Experience assures a quality application of resources on behalf of all clients. It begins with very specific, proven steps that uncover and analyze your unique needs. This process is not something that only occurs at the beginning of the relationship. Our Client Experience encompasses every aspect of the client relationship – from the initial discovery meeting, to the delivery of the financial analysis, to investment management strategies, performance reporting and ongoing reviews. Each individual step is tied directly to a functional outcome. These outcomes are framed by your goals, objectives and expectations.
Through the Client Experience, the Dynamic Wealth Plan is developed. This plan includes the totality of your financial and emotional needs. One’s financial journey is ever-changing or “dynamic”. That’s why the Dynamic Wealth Plan is not something developed at the beginning of our relationship and then set aside. It becomes the guide along your financial journey. Your Dynamic Wealth Plan is customized to you. It is designed to navigate through your current financial life challenges and those yet to come.
A unique part of our Client Experience is the fact that our financial advisors welcome the opportunity to collaborate with your other professional advisors, such as your attorney, banker and accountant. The coordinated effort between the client and all key advisors results in all your affairs being arranged in true harmony. Your investment portfolio can impact your tax planning strategy, and we can proactively address tax loss harvesting. A change in a beneficiary impacts your estate plan from a legal and financial perspective. Let Fragasso take the lead as your financial advocate to provide this unified approach. We encourage you to consider including family members and future heirs in these conversations as well.
