Our first meeting is all about getting to know you and understanding your goals, priorities, and current financial situation. We’ll ask questions about your short- and long-term objectives, review any existing plans, and discuss what’s most important to you. This is also a chance for you to ask questions and see if our approach feels like a good fit. By the end of the meeting, you’ll have a clearer picture of how we can work together to help you reach your financial goals.
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A few quick details to start the conversation.
Please see the important information below if the planner holds a CFP® designation. Not all planners will hold this designation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Questions we get asked a lot.
A relationship with a financial advisor is an important one – especially as your finances get more complex. Your individual advisor provides value far beyond what shows up on a financial statement. They understand your overall goals, and they know what keeps you up at night. They can look at the facets of your financial life to help you understand what’s happening in the short term — and help guide you so you can be positioned for the long term.
Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
At Edelman Financial Engines, our advice is personal. We start by assessing your financial goals. Then, using our proprietary analysis and advanced investment engines, your financial advisor will help select a personal portfolio that is uniquely aligned with your goals and risk tolerance. This isn’t a one-time event, though; it’s the beginning of an ongoing relationship that will continue as you move through each stage of life and your situation and circumstances change.
It's OK if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them and sometimes that changes over time. The advisor/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.
Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.
We work with clients in all stages of life. You’re an individual with financial goals that are your own. And the further you go in life, the more complex your financial life becomes. That’s why you need a trusted partner who can help you throughout your journey. At Edelman Financial Engines, we give your life’s work the individual attention it deserves. Whether you’re making a plan for your personal financial goals or strengthening your legacy, be certain you’re tapping into the knowledge that comes with a specialized planning team.