Our Process : ALISON | San Antonio, TX

Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

Step 1: Initiating Contact

Before any mutual commitment is formalized to engage with our firm's services, we have genuine dialogue regarding the people and passions closest to you, what stresses you financially and what drives you to where you are and where you want to be. We want to know the impact or mark you want to make during and after your lifetime on your loved ones, your business and on the world. We will discuss our process and share ideas with you to see if we mutually feel working together is a good fit.

Step 2: Engagement for Advanced Planning

Upon confirmation that we are on the same page and our styles work for each other, the initial planning agreement and fee (based on the complexity of the client's situation) are executed and the process begins!!! So hang on, dig in and let the fun begin! We are here for clients who need and value what we do. The complexity or simplicity of your situation will determine if a fee based financial plan is appropriate or if you are just getting started in life and just need a few financial tools implemented to get the ball rolling.

Step 3: "Brain Dump" and Design

Let it all out! Ideas, fears, goals, opportunities, desires, what gets you excited! If married or getting married, or business partners, be yourself...you are both individuals with your own background and passions, so it's ok to have differences, that is what makes you, you! We will navigate it all to come up with the best fit for your combination. We do this in conversation, many clients like to send us their thoughts in an email so they can give it some thought and flesh it out. We also have an electronic wealth management software which holds and displays all the moving pieces in one place. Every client is assigned their own private electronic platform and filing cabinet so we have one secure central location we can all go to and share and be on the same page not matter where you are at the time.

Step 4: Go for It!

We make things happen at ALISON. We are action and results oriented. We are compassionate and understanding as well as direct and bold. We use our unique personalities to SIMPLIFY THE CHAOS OF WEALTH so you are free to be who you are and live your life!

*Financial planning and wealth advisory services offered through Alison’s affiliation with Eagle Strategies LLC, A Registered Investment Adviser.