Broker Check

Great Expectations: Helping You Know What to Expect

| June 11, 2017
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Why is it that we get frustrated over spending five minutes in the fast-food drive-thru as opposed to the typical 90 seconds. Are we that much in a hurry? Anyone not from the United States might easily become bewildered by our behavior at times. It all comes down to managing expectations.

At SFM, we realize the importance of setting and meeting expectations. While our process is in our people as much as our procedure, we strive to provide a clear understanding of how we work with you from start to finish. That’s why we’ve recently created a “process wheel” to describe the process we carry out with our clients on a daily basis.

Behind every strategic financial plan and secure investment portfolio is a well-calibrated process allowing clients to achieve specific financial goals. With more than three decades of experience, we know well the time, considerations, and calculations involved in getting to know a client’s life goals, and developing a financial plan and portfolio centered around those goals.

Learn more about each step in the process by clicking here.

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