At Fabian Wealth Strategies, we take the lead in creating a wealth management plan for you and your family. The process begins with a one-on-one conversation to develop and outline key strengths and weaknesses of your current finances. We start by assessing your risk tolerance, goals and objectives, savings patterns, and answer any questions you might have about how to move forward in achieving your dreams.
Next we look at every position in your portfolio and develop a game plan. This may include a sample portfolio so that you know how we will position your assets. Then we will send you the following paperwork for completion:
- Management Agreement
- Financial Objectives Questionnaire
- Fidelity Account Applications
- Fidelity Transfer Applications
We create and distribute to you all of the necessary forms that are required to begin our new asset management relationship. Once these forms have been signed and returned, we are able to start opening up your accounts and transferring your assets to Fidelity. This process is completed electronically with no further work required on your part. Our goal is to make the transition as easy and seamless as possible for our clients.
The accounts are opened at Fidelity Investments in your name with Fabian Wealth Strategies assigned a limited power of attorney to trade on your behalf. Your money is in your name with direct access at all times.
Once your assets have fully transitioned to your custodian, we contact you to re-state our goals and objectives for putting your assets to work. We discuss the current macro-economic environment, portfolio strategies, and investment themes. Communication is a big part of our approach to asset management and we want you to feel comfortable with the strategies and positions that we are recommending.
Finally, the last step in the process is allocating your money among a number of ETFs and then continuously monitoring them and applying our sell discipline. Every position in your portfolio will have a defined sell point from which we will exit and stand aside in times of volatility.
To get started with Fabian Wealth Strategies today, call 800-391-1118 or fill in your information and a representative will contact you:
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