The following process describes exactly what you can expect when working with Reed Financial Services:
- Initial Meeting
First, we get to know you in a casual atmosphere where we seek to understand your goals and objectives.
- Financial Plan
The next step is to write and present a plan that is customized to your specific needs and that answers your questions.
- Implementation Meeting
At this step, you sign all the necessary documents and meet the staff assigned to your account.
- Implementation of Plan
Our customer service representative outlines the actions, responsibilities, and delivery dates for fully “onboarding” you, our new client.
- Progress Meeting
At this stage, we help ensure that you understand how your investments are positioned and that all investments are consistent with your overall goals and plan.
- Six-Month Checkup
Once implementation is complete, we seek to understand any questions or concerns and, depending on your preference, do this by a phone call, meeting, or web update.
- Ongoing Communication
We send quarterly letters, quarterly investment performance, and other periodic updates with our current and future perspective on the investment markets.
- Annual Update
Each year, we consult with you individually to review your overall wealth management situation and to ensure our whole firm is exceeding your expectations.