Approach - Planting the Seed
Planning and Implementation
Our client-focused advisors listen carefully, beginning with discussions designed to help us understand your goals, develop expectations and set benchmarks to measure growth and progress in growing your investment and realizing your financial dreams.
The Kelly Group combines a holistic approach with collaborative planning to establish long-term relationships with clients and their families.
From our first meeting, our approach is simple; it is all about you. Your goals, your dreams and your concerns remain our focus from day one. Our phased approach allows us to address areas important to you and even uncover planning topics you may not have considered.
Our approach allows us to build a relationship of mutual trust and sincerity, where we provide advice and leave the ultimate decision to you, without pressure. We begin with an introductory meeting, allowing our advisors to learn about you, both personally and financially. After laying the foundation, we define goals based on your needs and opportunities, as well as risk factors and timelines. These goals allow us to develop a plan and set action items to reach those goals. The ultimate satisfaction for us lies beyond the plan itself and in the conviction that our core values were demonstrated in a transparent way, providing you with peace-of-mind and allowing you to focus, free from hesitation.
For more information: Financial Planning: Helping You See the Big Picture