The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

What’s the key to helping clients reach the shores of financial freedom? Always putting the clients’ needs first by following a process designed to put their minds at ease.

In the second installment of our “Welcome to Bedel Financial Consulting” video series, we guide you through our process from initial contact to our ongoing partnership with you. From your free consultation with us, to your planning meetings, to our regular ongoing review of your financial situation, we follow a process that ensures you know what to expect at every step of the comprehensive wealth management experience.

Is your financial ship adrift? Continue the conversation with us by scheduling a consultation.

Not sure what comprehensive wealth management is? Watch the first installment of our "Welcome to Bedel Financial" Video Series: An Introduction to Wealth Management

Great Loss Avoided

Great Loss Avoided

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.

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