The thought of interviewing a new financial advisor or going to go see one for the first time can be a bit daunting. At BIG Investment Services, we strive to provide you with a comfortable yet thorough no pressure experience.

FREE CONSULTATION

We start with our consultation process. This is a free two-part process that allows each of us to evaluate whether or not we may be a good fit for one another in the long run. Although this process is always a bit easier in person, we have many clients that have completed it by phone as well.

THOROUGH

The initial consultation lasts between 1 and 2 hours. You are provided with a list of the items we like to review along with some minor pre-work. Preparing your list and pre-work should be your most strenuous part of the process. The initial consultation will consist of lots of easy questions geared towards giving us a full understanding of your needs. We may also address some basic areas of concern in your investment plan at this time.


Your second appointment is scheduled a couple of weeks later and will last about 1 hour. During this appointment we recap our discussions from the first meeting and lay out an in depth plan to help get you where you want to go financially. We also cover any needed investment education at this time, strategies designed to meet your specific financial goals and costs for our ongoing services in assisting you with the plan.

 

NO PRESSURE

You are never expected to make a decision on the spot. As a matter of fact, we even encourage you to interview other advisors as we feel our thorough approach and attention to detail are second to none. Should you decide to employ our firm going forward, we handle all of the details for you. We strive to make your transition as easy and painless as possible.

 

FOLLOW THROUGH

Once we have facilitated the transfer of your investment accounts, we schedule your 90-day review. This appointment consists of going over your first statement and checking on any pending activity that we had discussed prior.

 

ONGOING SERVICE

This concludes our new client process. From this point forward we have regular semi annual and in some cases, quarterly reviews that are scheduled before you leave our office. Your review schedule is dependent on your individual circumstances and can be increased or decreased depending on what you have going on in your life regarding finances.