It Begins with That First Step.
Selecting the right financial advisor can feel daunting. When should you hire someone? What questions should you ask? How do you know if they’re right?
See CFP's article: 10 Questions To Ask Your Financial Advisor
Totemic is different.
And we don’t just say that. We mean it. You see, at Totemic we are family, and we treat each of our clients like family. That family focus, without pride or ego, enables us to bring our experience to the right situations, and allows our team to shine with their unique expertise. Behind the scenes, we provide access to a broad array of experts. So that we are designing unique and personalized solutions customized for you and your family.
We always want to help make financial planning easier. Here is what you can expect from our initial meeting:
- No Cost or Obligation
- Transparent & Confidential
- Actionable Next Steps
If we decide to work together, we are here to help answer important financial questions like:
- How much do I need to retire?
- How should I budget?
- What is estate planning?
- How should I incorporate tax planning into my financial plan?
- Will my family be okay if something happens to me?
- I’m not wealthy, do I need this?
- How should I be planning for my business growth and succession?
Here is a typical agenda for our first meeting:
- Discussion of mission, goals, and values
- Review your current financial situation. We will discuss:
- Your Family
- Income (W2, pension, etc.)
- Investment Balances (IRA, 401(k), etc.)
- Contribution Percentages to Retirement Accounts
- Real Estate Values
- Debt
- Expenses
- Overview of what we do at Totemic
- Discuss Needs and Next Steps
