Rogers, Will, CFP

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The advisor listed is an Ameriprise financial advisor in Evans. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. In our first meeting we will start by identifying your values and end with an understanding of how we can work together. With your values, goals and concerns identified, we can have a meaningful conversation about your expectations of my staff and I. Specifically how we can help you, the complexity of your situation, the scope of services for you, how much contact you prefer and how you would like to work with us. We would then schedule time to get together for the following meetings: Data Gathering validate facts as well as feelings about your finances. Strategy Session discuss the pros and cons of strategies that can help you plan to achieve your goals. Plan Presentation a customized financial plan with relevant and actionable recommendations for your financial situation. Recommendations Checkpoints follow up meetings to see if implementation is going well or if adjustments to the original plan are in order. In following years as a client we meet frequently, having at least two separate meaningful conversations, "dream meeting" and "protect meeting". The agenda for the "dream meeting" at the top of the year is focused on investments, financial goals and earmarking funds for future needs. During the "protect meeting" in the fall we focus on looking at the impact of taxes, death or illness...............