It has been said that the hardest part of any journey is taking the first step. This could be said about many things in life. When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
So, how do I get started with Foster Group? I’m glad you asked!
The first part of the process is to simply contact us. Just a quick phone call usually will get you connected to one of our financial advisors almost immediately. Or, you can send us an email from our website and choose a date and time for us to contact you. During that first touch base, we will typically ask, “How can we be most helpful for you?” The primary objective is to understand your goals and discuss any pressing issues or questions you may have. It is also important for us to explain a little bit about our firm and our service offerings.
If it makes sense to move to the next meeting, we will collect some additional information and draft an Investment plan. This includes analysis of any current investments, a summary of our investment philosophy, and an overview of your baseline plan.
At that point, we would mutually decide if it makes sense to engage. That’s really it.
Hiring a financial advisor is an important decision that shouldn’t feel pressured or rushed. With a better understanding of our process and how it is built around getting to know you first, hopefully, will help give you confidence to take that first step with us.
A lesson that I’m trying to teach my kids is to always leave things better than the way you found them whether you borrowed a tool from your neighbor or you bump into an old friend at the store.
At Foster Group, we try to lead with that principle each and every day, in the way we treat each other, our clients, and our communities. Even if we are not the right fit for you, it’s our responsibility to tell you that. However, the goal is to always leave you in a better place than when we found you.
At Foster Group, truly caring for our clients means taking the time to learn what’s in their hearts and using proven methods to help them pursue their goals. If you have questions about Foster Group or would like to start a conversation with us, please take that first step and reach out. We’d be glad to connect with you.