Guidance for the big picture and finer details

The second phase, Clarity, is when we share Volition Advisory’s proficiencies and expertise. Volition Advisory is built on establishing a collaborative relationship with each client, with a focus on financial planning and a long term perspective. We invest, insure, and lend so that our clients can be fully confident that their financial well-being is assured through the best and the worst of times. In the Clarity phase, we assess your investment statements, outstanding debts, business needs, deferred compensation, and in-force insurance products to see if there are financial gaps in your financial plan. You decide if Volition Advisory is the right wealth manager to resolve the gaps in your financial plan.

The third phase, Strategy, is when Volition Advisory will present our proposed strategy to fill your financial gaps. We break down our recommendation so that you are knowledgeable and confident that you fully understand the risks, likely outcomes, and benefits of each part of your financial plan.

The final phase of our Client Experience Process, Communication, doesn’t have a defined beginning or end. Some clients want to be actively involved with their financial accounts and we communicate with them on a very frequent basis; these clients can receive, weekly, monthly, quarterly, and annual economic and market analysis, including frequent updates on how we are responding to those conditions. Other clients would prefer if we would just “take the [financial] ball and run with it,” so to speak. For these clients, we bring only those offerings and updates that we believe are most essential. We can meet in-person as infrequently as once per year. Most clients fall somewhere along this spectrum and will move along it throughout our relationship.