Creating a Personal Roadmap

Foster Victor Wealth Advisors believes a sound plan – for today, for tomorrow and for the unexpected – should inform all decisions our clients make. In order to create a customized plan, we begin with a discovery meeting. It’s here that we start the process of learning about your goals and priorities. You won’t hear us talk about specific investments or services at this early stage. Discovery is about learning—learning about your dreams, the financial anxieties that keep you awake at night and, above all, listening to what you want to achieve.

We also want to discover where you currently stand in terms of investments, insurance, asset allocation strategy and business and estate plans.  We apply our expertise to look for planning gaps.

We then propose creative solutions to close those planning gaps and ensure each component of your plan fits together like an assembled puzzle.

Through the process of strategy deployment we develop a comprehensive financial plan that reflects your goals, and we advise you on implementing the plan.

And through results management, we ensure you’re confident that the plan will help you achieve your goals over time. We will take you through it step-by-step to ensure understanding, alignment, and most importantly, agreement that you’re on the right track.


Ready To Learn More?

You deserve concierge-quality advisory and planning services customized for your individual needs and goals. Contact us today to get started.

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