Sam Kirkendohl

Begin with the end in mind!

Most investors fail to plan, versus, planning to fail. In reality planning is looked upon as a burden instead of a pleasure. All one has to do, is quite simple, you have to find the right plan that works for you!

Having a plan that puts your assets to work for the investor is a personal goal of mine. I use a holistic approach to the investor's lifestyle, or the lifestyle the investor wants. I like to take the approach and tailor it with concepts that maximize the assets available, giving the investor a solid plan.
My Agreement is to have a Consultative Process with all Clients

I will
• Demonstrate how the process works,
• Give you guidance on concepts and strategies,
• Examine the financial products that might be available to you to fulfill your strategies, and
• Help identify the maximum amounts the financial institutions might make available to you,
• Depending upon what you decide, work with you to obtain those financial products.
You will
• Adopt part or all of the process,
• Make the decisions as to the level of risk you want to have in place,
• Determine the strategies to move forward with, and
• The level of the available financial products you want to take.
A Few Final Points
• How do you like to learn? Read, listen, interactive?
• What have your previous experiences been with financial professionals?
• Data gathering meeting
• Strategy meeting
Summary of service-
As your advisor, I will focus on these key issues: holistic advice and your peace of mind; offering comprehensive guidance and long term financial planning; and using technology to add value to our relationship.