Engaging the right Financial Advisor is a significant and deeply personal decision.
That’s why we’ve detailed each step of our process for becoming a Birchwood client.
Engaging the right Financial Advisor is a significant and deeply personal decision.
That’s why we’ve detailed each step of our process for becoming a Birchwood client.
Let’s Connect: First, we connect by phone or meeting (virtual options available) to learn more about one another. We’ll discuss your hopes for your financial future during this conversation and whether we’re a fit for your needs. There is no cost for this initial step.
Financial Snapshot: If we are both in agreement, we create a personalized, comprehensive goal plan. To do so, we ask questions and listen to understand your goals, priorities, and assess opportunities within your financial planning. Additionally, we begin gathering your financial information. Depending on the complexity of your financial needs, our fees range from $2,500 - $5,000. However, fees may be adjusted should you become an on-going advisory client.
Deep Dive Discussion: Every plan is unique. We’ll make sure we understand your goals and priorities, and together, we will design a plan that works for you.
Build Your Blueprint: Together, we review your new financial goals to ensure that it fits your vision for today and the future. We look for opportunities, identify potential risks and advise you on the steps you can take to try to improve your probability of success.*
Launch and Monitor: You are introduced to your team of advisors, investment professionals, and your client support specialist. Your team collaborates to:
We’ll keep you informed and recommend enhancements to your plan as your goals evolve.
Adjust and Grow: Our investment team will design a diversified portfolio that helps you achieve and protect your goals. As your financial needs, markets, or funds change, we will monitor your plan and offer you the guidance you need to make smart, informed decisions.
*DECISION: After we present, review, and fine-tune your comprehensive financial plan, you can decide whether you’d like to continue to develop our relationship in a longer-term advisory role. We have designed our services for families and individuals with investable assets of $1,000,000 or more.
DECISION: After we present, review, and fine-tune your comprehensive financial plan, you can decide whether you’d like to continue to develop our relationship in a longer-term advisory role. We have designed our services for families and individuals with investable assets of $1,000,000 or more.
Let’s Connect: First, we connect by phone or meeting (virtual options available) to learn more about one another. We’ll discuss your hopes for your financial future during this conversation and whether we’re a fit for your needs. There is no cost for this initial step.
Financial Snapshot: If we are both in agreement, we create a personalized, comprehensive goal plan. To do so, we ask questions and listen to understand your goals, priorities, and assess opportunities within your financial planning. Additionally, we begin gathering your financial information. Depending on the complexity of your financial needs, our fees range from $2,500 - $5,000. However, fees may be adjusted should you become an on-going advisory client.
Deep Dive Discussion: Every plan is unique. We’ll make sure we understand your goals and priorities, and together, we will design a plan that works for you.
Build Your Blueprint: Together, we review your new financial goals to ensure that it fits your vision for today and the future. We look for opportunities, identify potential risks and advise you on the steps you can take to try to improve your probability of success.
The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.
Remember:
The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.
Remember:
3300 Edinborough Way, Suite 610
Edina, MN 55435
Phone: 952-885-9088
Email: info@birchwoodfp.com
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IL, MN, NC, OR, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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