A client’s relationship with their financial advisor is a very personal relationship. Many clients discover that they disclose their thoughts, their dreams, and their concerns more fully to their financial advisor than any other advisor. That is why we believe that it is important that the client and advisor be a “good fit.”

What type of client would be a “good fit” Supporting Your Choices? 

• A person who can communicate what a successful relationship would look like. 
• A person who is willing to share both their successes and disappointments with other advisors they use or have used. 
• A person who desires advice and is motivated to make changes in their life if that is indicated. 
• A person who will commit to the process understanding that there will be work involved. 
• A person who is willing to “reveal” his/her concerns and desires. We understand this is a trust issue. That is why a “good fit” is so important. We suggest that you do not work with any professional you do not trust to maintain your “best interests” as their primary concern. 
• A person who is willing to tell us when there is a conflict or disagreement that is affecting our relationship. We can’t address an issue if we don’t know it exists. Therefore, we encourage clients to come to us immediately if there is any problem with the services we provide. 
• A person who is just looking for higher returns or more than we can provide is not a “good fit.” 
• A person who prefers a casual atmosphere. If you are looking for red leather chairs and a 20th floor view, we are probably not a “good fit.”

Even if our engagement is limited in scope, we need to know enough about you to provide suitable advice.  We ask that all our clients complete our questionnaire and return by email (Jennifer@supportingyourchoices.com) or fax (404-355-0157) before our first meeting.