Alliant’s first priority is to understand the client’s needs as thoroughly as possible. At our initial meeting, we discuss the client’s financial goals, objectives, and expectations. We examine items such as risk tolerance, cash flow requirements, family and estate issues, time horizons, tax considerations, and any unique circumstances.
It is imperative that realistic assumptions and expectations are firmly established and clearly understood by both Alliant and the client from the outset.
After a thorough review of the client’s situation, an initial plan or policy is developed with client input. This collaborative plan incorporates overall investment objectives, asset allocation targets, cash flow needs, volatility tolerance, tax issues, and any unique investment restrictions or guidelines.
As time passes, it is important that good communication exists between us and the client. Alliant is committed to frequent, open communication and expects a similar commitment from the client.