Planning your financial future is very personal and we understand that making the choice of who to partner with is extremely important. When working with us, your Bedel Financial Consulting team members work together to understand the unique aspects of your financial situation so they may develop a financial solution, which truly addresses your concerns and allows you to reach your goals.
The Bedel Financial Consulting engagement process is designed so that you are in control at every step. An initial meeting provides an opportunity to “interview” the firm and our process to ensure you are in the right place. If after this appointment, you feel comfortable and would like us to consider your personal planning needs, a data-gathering session with both a financial planner and investment manager is scheduled to discuss your concerns and review your financial documents.
The objective is to collect every detail of pertinent information that affects your financial situation and to begin understanding your short- and long-term goals. No detail is rushed through or passed over and our conversations are confidential and industry-jargon free.
An engagement letter follows, which details the areas to be included in your financial plan and investment strategy. A series of planning and review meetings build on this foundation, making way for additional data and plan adjustments when necessary. The oversight and management of your investments run concurrently with the planning sessions. We actively monitor each client’s investments, making choices based on your individual investment plan and relieving you of the stress of being solely responsible for your portfolio.
Watch the second video in our "Welcome to Bedel Financial" video series, The Client Experience: Our Process to learn more about working with us.
To learn more about the services we provide to our clients, view our Comprehensive Wealth Management page.
Many individuals have sizeable positions in their employers’ stock. While our crystal ball is not always clear about how a certain stock may perform, we go into great detail with our clients about the potential impacts that owning a large position can have with their long-term financial security. For example, by discussing our concern with a client, they may decide not only to reduce their holding but eliminate the holding completely, especially if they no longer have a current correlation with the company. By removing the large dependency upon a single company, the client would not longer need to be concerned with the chance that the company could announce devastating news, plummeting the stock price and jeopardizing their situation. Obviously, timing is imperative but it does go to prove that a big difference can be made by having a simple conversation about risks and financial security.