Step One
Complimentary Consultation.
Are we right for you? Are you right for us? Working with a top-tier financial firm should be more than a handshake and a smile.
That’s why we begin by learning about your situation and goals. We’ll be asking questions and we will happily share information about who we are and what we do.
Together, the initial consultation will determine if we are a fit to work with each other.
Step Two
A Full Financial Plan.
Many firms charge high fees for an in-depth financial plan. Not Weber Asset. When you commit to becoming a client, you receive a complete plan, crafted by Jennifer Weber, our highly-experienced Certified Financial Planner™.
Step Three
Tailoring Your Investment Strategy
That’s where Ken Weber steps in. He will study your financial plan and then he will make recommendations about which investments are right for you.
If his recommendations make sense to you (they almost always do), great. If not, the discussion stays open until we both agree on a path forward.
Step Four
Implementing Your Plan
Next, we build a custom portfolio of Fidelity mutual funds or ETFs based on the expertise of Jack Bowers, our nationally recognized Chief Investment Strategist. We take a proactive approach to investment management, using our investment philosophy of active asset allocation and broad diversification.
Step Five
Communication & Periodic Reviews
Your life changes, and markets change.
We communicate with you regularly about your portfolio, the progress to your goals, and your overall financial picture. And of course, you are more than welcome to contact us at any time – we love hearing from our clients.
In between your regular reviews, you will receive our Quarterly Reports, plus updates when the markets experience unusual volatility.