Service
Finn Wealth clients are not grouped into tiers where some are treated better than others (competitors often have gold, silver, and bronze labels for their clients). Each client can expect the same level of service.
Minimum 1 In-person meeting per year
Zoom is a wonderful tool, but nothing beats eyeball to eyeball. You can expect to meet with your advisor at least once per year face to face.
Financial Planning
Goals based, cash flow, and budget planning are offered to all Finn Wealth clients.
Quarterly Outreach from your Advisor
You should expect your Advisor to check in at least once per quarter, especially when the market is volatile.
Rapid Response Time
The target response time is 24 hours for any client request.
Annual Performance and Plan Reviews
Keeping your financial plan up to date and staying on top of the performance of your accounts is essential to your success, and is therefore our priority.
Asset Management
Management of your wealth should be comprehensive and wholistic, taking into account your goals and the appropriate amount of risk.