An Outline of our client onboarding process
STEP 1 : GETTING TO KNOW EACH OTHEROpen or Close
- Preliminary assessment of your current circumstance, your family, your career goals, etc.
- Basic assessment of your needs and aspirations
- Preliminary venues we can tap into
- Exploring Our Services
Have a look at our Document Checklist showing documents we recommend to provide at or prior to our first meeting.
There is no obligation to continue with us, we highly value each opportunity of new client engagement and look forward to working with you to protect and build your wealth.. that’s what matters most
STEP 2 : FINANCIAL PLAN IN THE MAKINGOpen or CloseAlways a delight to see you again…next we will discuss and provide you with our detailed assessments and insights...
- Client Engagement Agreement
- In depth analysis of current financial situation, discussing risk profile, time horizon, proposed budgeting plan and other areas that may need fine-tuning
- Detailed needs-analysis report
- Discuss opportunities and lay out a preliminary plan to achieve your dreams
- Coaching and advice on various types of investments
- Business solutions report
- Tax efficiencies and planning
- Finalizing your Investment Policy Statement and Financial Plan
STEP 3 : REVIEW AND REPORTINGOpen or CloseReview accounts and discuss financial plan
- Our objective is to push forward your financial agenda by reducing cost and growing your wealth
- We will contact you to arrange meetings to discuss interesting opportunities and solutions that serve your needs
- Our services include access to weekly market updates and insights, premium news service subscriptions and special reports
- Performance review and quarterly statements
- Semi-annual review of our services
What's Next ...
At AJFS, we do not stop there, we are dedicated to ensuring that our clients’ portfolios maximize their potential and that we seize every opportunity for our clients' advantage...Our macroeconomic analysis and thorough assessment of national and global financial industries, guides our investment strategy. Whenever an opportunity arises, we are quick to bring it to your attention, we discuss in detail and assess the impact on your total portfolio.
We abide by strict Compliance guidelines whereby no instances of conflicts of interest arise.
Our clients are our first priority and this is our philosophy at AJFS …
Copyright © 2015 Ahmet Jakupi Financial Services. All Rights Reserved.
Private Wealth Management - Investment Management - Financial Advisors
Incorporated under Wagner Jakupi Financial Solutions Inc.