By Jake Falcon, CRPC®, CEO, Wealth Advisor
At Falcon Wealth Advisors, we feel having a portfolio without a comprehensive plan to guide the investment decision is speculation.
In other words, it’s like having a fountain with no water. To avoid having a portfolio without a plan, we take our clients through a three-step process:
1. INITIAL CONSULTATION
Our initial consultation is an open discussion where we will address any questions or concerns you may have before we begin the process of establishing a comprehensive financial plan. Our goal for this meeting is to gain a crystal-clear understanding of your objectives and to help guide you in setting definable goals. During this meeting, you might expect for us to ask a fair amount of open ended questions and allow you to do the majority of the talking. In my opinion, this is the most important ingredient to what we do. (This is how we add water to the fountain. After all, a fountain with no water
is a statue.)
2. ESTABLISH A FINANCIAL PLAN
After the first meeting, our team of advisors and analysts will crunch the numbers and formally establish a financial plan for us to review with you at our second meeting. This plan will serve not only as a guide to help us implement a sound investment strategy, but it will be a living, breathing document to review and update, hopefully, on a semi-annual basis. During our second meeting, we will also discuss our investment strategy. We pride ourselves on going direct to the market and eliminating unnecessary fees by avoiding the use of annuities, mutual funds, or exchange traded funds. By eliminating the middle man, we aim to minimize costs and maximize control and transparency. We also believe in charging the same flat fee regardless of whether you own a stock or a bond. We do this to eliminate potential conflicts of interest. (Step two is the Fountain itself.)
3. REGULAR CHECKUPS
Regular “checkups” by both our Wealth Advisors and Client Service Specialists ensure we are in an open dialogue with our clients so that we may better serve them as their lives ultimately change. We will also conduct a full review of the plan as well as strategy at least twice per year, if possible, to make sure we are doing everything in our power to help you succeed and reach your goals with confidence. (Maintaining both the Fountain and the water.)
As fiduciaries, it is our privilege to act in your best interest. We feel your success is our only priority. If you are already taking advantage of our offering, we truly thank you for your trust and we are proud to be able to serve you. If you are not currently working with us or if you know of someone who could benefit from our services, please feel free to share our contact information.
Be mindful that your goals are your top priority, followed by your investments. You will prepare yourself for a much more pleasant journey that way. To learn more or to schedule a complimentary wealth management consultation, please call Falcon Wealth Advisors at 913-326-1900 or visit us online at
2000 Shawnee Mission Parkway, Suite 230
Mission Woods, KS 66205