Advisory Process
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Listening. The consulting process at JFS Wealth Advisors begins with listening. We ask questions that will help us get to know you as an individual, as well as questions that give us information about your financial situation, financial goals, and your time horizon. And, we listen carefully to your highly personalized dreams, goals and appetites for the risks of investing. We don't begin to give you advice until we know what your objectives are. Research. Once you have clearly defined your financial goals, we begin the search for the processess and products that will help you achieve them. We pool the complementary skills of our senior professionals (and sometimes access outside resources) to develop a customized plan for you. This may involve constructing an investment strategy, a tax-management approach, an insurance program, a retirement plan and/or estate plan. It may require coordinating your personal financial plan with planning for your business, or laying out a campaign to finance college for your children or grandchildren. Whatever it takes to create a comprehensive wealth management plan for you, that's what we put together during the research phase. Recommendations. We create a plan specific to your goals; you will not be presented with a canned or one-size-fits-all plan. Your plan will contain our recommendations for implementation in an atmosphere of open communication and discussion. Answering your questions and responding to your concerns at the beginning of our professional relationship is the surest route to a long-term association grounded in mutual trust and shared expectations. Implementation. We implement your customized financial plan using the best vehicles, products and processes available to us for each component of your plan. Among the members of our team, we hold all of the licenses and designations required to manage all the elements within your financial plan - providing you with a comprehensive execution of your wealth management strategy. Monitoring. Once your financial and investment plans are in place and operating, JFS Wealth Advisors monitors both. You receive regular reporting on the status of your investment portfolio, and we may recommend periodic review of your financial plan and investment strategy. We recommend changes to a strategy if your situation changes, if market conditions warrant, or if an investment or money manager is no longer contributing to the achievement of your goals. Members of our professional staff are available to discuss portfolio activity and to answer your questions. |
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The focus of JFS Wealth Advisors is on relationships. Before we present ideas, we work with you to analyze your individual needs, goals and investment challenges. Together we'll decide if our approaches to wealth management are complementary. If we reach a mutual decision to move forward, we'll work together to create a comprehensive financial plan. From the plan, we will derive an investment strategy that functions as an integral part of the plan. The integration of comprehensive financial planning and investment consulting fosters an environment of trust and confidence.