Adirondack Financial Services

Client Directed Investment Services Process

The Client Directed Investment Services Division of Adirondack Financial Services utilizes a Six-Step Process when working with new and existing clients. As with all of our divisions, a well-defined process allows us to spend time developing appropriate and comprehensive solutions which have measurable results.

 

Our Client Directed Investment ServicesProcess includes:

  1. Identify goals and objectives
  2. Gather information about current financial situation
  3. Develop financial recommendations to meet goals
  4. Deliver solutions
  5. Implement financial plan and "quarterback"
  6. Monitor progress towards goals with regular review and plan updates

Financial Profiling Analysis Chart

 

Within each of these steps AFS has developed internal tools and resources to compliment the process, as well as external strategic alliances to support our clients.

 

*Securities offered through Hazard & Siegel Inc., Member FINRA and SIPC

** Investment Advisory Services offered through Adirondack Financial Services Corp.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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