We believe that no financial plan should be identical to one another, and we work with our clients to provide a plan that is individually tailored to each specific client we serve.
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The initial meeting (Fit Appointment) establishes what role the HELIX team will play in assisting with your needs. Simple instances of answering a question, providing a proposal, or establishing an account can be accomplished without much complexity.
For those new clients that choose to do a comprehensive plan, we charge a fee for our planning services. This way, if the client chooses not to do further business with us or their current relationships are satisfactory, we are compensated for our time invested in preparing their plan.
There is never an obligation from the client to purchase anything.
For those of you that have a specific need, such as reviewing retirement accounts or finding alternative ideas for a brokerage account you’ve had for years, we can help. With a simple “transaction” driven process, we will sit down with you and visit about things like risk tolerance levels, potential tax implications, liquidity needs, fee structures, and expectations.
For others that would like to go through a more “transformational” process, we offer comprehensive planning for a fee. We utilize a carefully constructed process that will guide you through your various life stages. Our highly innovative software will help to identify your needs, wants, and wishes and offer ideas to help you measure your probability of success for accomplishment.
Life changes, and so do the things that have a tendency to keep you up at night.
As a result, any financial plan should evolve with your changing life stages.
Here you see topics that we often find are important to our clients at these chronological life stages.
See where you fit in, ask yourself if these things are important to you, and visit with the HELIX team
to see how they can help you.
Joint Interview (1 hour)
1 page written summary (1 hour)
Retirement Lifestyle Workbook
Client Service Agreement & Disclosure Brochures
Documents Packaged and Delivered to Client
Return Workbook and Client Service Agreement to HELIX
Client Service Agreement processed
Preliminary Plan Design + Data Gathering (2 hours)
Schedule Secondary Client Meeting
Meet with Advisor to firm up assumptions, goals, and data (1 hour)
Home Office review of plan design and recommendations
Schedule Presentation Meeting with Client
Plan Unveiling (1 hour)
Recommendations/Proposal
Pay Invoice for Planning Services
Recommendation Follow-Up
Appointment setting for new business
Signature ready document prep
Implementation Appointment
New Account processing
Commitment of Service sent to client
30-day follow-up call
Courtesy Phone Call — Quarterly/Semiannually
Formal review scheduling
Annual Review Template
Recommendation Follow-Up
i. Performance
ii. Plan Priority Alterations (Needs/Wants/Wishes)
iii. Life Events
iv. Quality of Service Questionnaire
Email: Jeremy@HELIXWealthAdvisors.com
Phone: 308.381.4448
Address:
115 E South Front Street
Grand Island, NE 68801
Website: HELIXWealthAdvisors.com