Developing a Plan

Forming a trusting connection with your dedicated Echler Solomon Feng account manager is a vital initial step in creating your long-term investment plan, as part of your comprehensive wealth management strategy. To help drive the relationship forward, arrange a time to talk with your advisor to initiate what will undoubtedly be the first of numerous conversations that identify where exactly you are now, where you want to be, and how to get there.

Your Needs, Wishes, and Ambitions

As you get to know your account manager and they get to know you, open and honest conversations will reveal different aspects of your uniquely individual financial situation, including:

What makes you different

  • The basis of your wealth
  • Income sources
  • Domestic circumstances
  • Tax situation

What makes you anxious

  • Market crashes
  • Not achieving goals
  • Transfer of wealth

Your investment objectives

  • Income requirements
  • Protection
  • Growth
  • Adaptability
  • Liquid needs
  • Charitable intentions

Previous experiences:

  • Why come to Echler Solomon Feng
  • Other financial companies
  • Deferring tax
  • Active or passive management