Christopher Wade

CONNECT

Address:

4200 Little Blue ParkwaySuite 460
Independence, MO 64057

Phone:

(816) 358-2463

Fax/Other:

(816) 795-1581

The Financial Planning Process - What to Expect

Listening

Every financial planning experience begins by listening to our clients. We want to know who they are and where they want to go with their financial future. In the early stages, we'll gather information and work with them to help identify and prioritize their financial goals.

Planning

Working together through in-depth research and analysis, we devleop sophisticated and personalized strategies to help you pursue your goals. We accomplish this through comprehensive analysis of your financial information, ultimately proposing appropriate solutions suited to your unique situation. Leveraging our experience and expertise, we will save you time and simplify the process.

Advising

Because the responsibility to reach your goals is both of ours, we strive to be lifelong partners as you pursue your financial aspirations. Along the way, we'll regularly review and monitor progress and take necessary actions. Implementing strategies and initiating progress reviews are the difference between dreaming the dream and living the dream.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck