At this step in the process, we gather information to get a clear financial assessment of your current situation and compare it to your future goals, concerns and aspirations.
Everyone has their own hopes and dreams, as well as their own hurdles. The first step in our process is to get to know you at a deeper level. Where do you see yourself 10 years from now? 20 years from now? What decisions placed you in your current financial situation, and what plans are you making in the present?
Good advice is based on the collection and understanding of our client’s current situation. We use a series of quick surveys and forms to collect important data that will help us make important decisions later on in the process. And because your life is always changing, we will progressively update and adjust your plans to make sure you’re living as financially secure as possible.
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© 2020 Laidlaw & Company (UK) Ltd. All rights reserved. Laidlaw Wealth Management, LLC – Naples Wealth Planning is a registered investment advisor with the (SEC) headquartered in New York, NY and Naples, FL – Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, Naples. Laidlaw Wealth Management, LLC – Naples Wealth Planning (NWP) may offer securities through Laidlaw & Company (UK) Ltd., Member (SIPC) and FINRA broker-dealer registered in the United States, clears on a fully-disclosed basis through INTL FCStone Financial Inc., a member of the Securities Investor Protection Corporation (SIPC). Laidlaw & Company International Limited is authorized and regulated by the Financial Conduct Authority (FCA) in the UK (Firm Reference No: 537165). Laidlaw & Co (UK) Ltd., Laidlaw Wealth Management, LLC – Naples Wealth Planning do not provide tax or legal advice.