Becoming a Client
At Rubin Wealth Advisors, we want to make the process of becoming a client as seamless and stress-free as possible. Our client on-boarding process is designed to provide you with the confidence that your financial future is in capable hands.
1. Choosing RWA as Your Trusted Partner
Selecting the right financial advisor is a pivotal decision in safeguarding your financial future. We understand the significance of this choice, which is why we prioritize compatibility not only with your political values but more importantly with your financial interests. Our commitment to aligning our values with those of our clients ensures a strong, trust-based partnership that fosters financial security and prosperity. When you choose RWA, you can be confident in receiving expert guidance that resonates with your beliefs and safeguards your financial well-being.
2. Getting to Know You and Your Unique Financial Situation
Our founder, Bob, believes in a personal approach to financial planning. He will take the time to understand your retirement goals, financial obligations, and other important aspects of your life, such as your family, health, interests, and aspirations. Part of this process includes a brief 5-minute questionnaire covering topics like portfolio size, top financial goals, and your risk tolerance, allowing us to determine your precise Risk Number, which will guide our decision-making process.
Aligning Your Portfolio
Once we pinpoint your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities. This tailored approach ensures that you feel comfortable with the expected outcomes of your investments. The proposed portfolio will include projections for potential gains and losses over time.
Defining Your Financial Goals
To help you achieve your financial goals, whether that’s buying a home, acquiring a business, retiring comfortably, or funding a college education, we will provide you clarity on your path to success. By the end of this process, you’ll have a better understanding of how we can increase the probability of reaching your financial objectives.
3. Implementing Your Customized Strategy
As a RWA client, you’ll benefit from ongoing updates on Bob’s insights into the stock market and other factors that may impact your portfolio. We’re committed to keeping you informed and prepared. If your life circumstances or financial goals change, Bob will ensure that your financial plan remains aligned with your needs. Feel free to reach out to Bob at any time with questions or concerns, giving you peace of mind and allowing you to focus on enjoying life without financial worries.
We will provide support throughout the account opening and portfolio recommendation process and introduce you to the range of services available to you as a valued client.
