FOOTHILLS FINANCIAL SERVICES

 The initial meeting with one of our experienced Financial Planners is free from commitment. Your Financial Planner will gather information on your personal and financial situation, your goals and objectives and your personal risk tolerance.

Following the initial consultation, your Financial Planner will assess your financial situation and formulate some strategies to assist you in meeting your financial goals and objectives. For more complex scenarios, you may be required to meet with your Financial Planner for a second meeting, for more in-depth discussions.

We will then prepare a written Financial Plan (Statement of Advice) which will contain detailed recommendations and strategies on how you can improve your financial situation and achieve your financial goals.

Once you have reviewed our recommendations and agreed to proceed, we will assist you in implementing our recommendations. We will prepare all the necessary paperwork, ensuring the process is as simple and stress free for you as possible.

If you have subsequent advice and service needs, you may like to consider entering into a 360 day Fixed Term Agreement with us. We will meet with you at least once per year and assess how you are progressing towards your financial objectives. It’s our aim to build strong relationships with our clients, to assist them with achieving their financial goals, now and into the future.