Becoming a client

Finding a financial advisor can be challenging. There are many criteria to consider when making such an important decision. Investors often rely on referrals from a family member or friend, however, after meeting the advisor, it may not necessarily be the ‘right fit’. Selecting an investment advisor is as personal as the individual. There are many factors to consider when making such an important decision, such as the advisor’s location, availability, professionalism, communication, transparency, education, designations, but perhaps the most important of all, is the advisors’ years of experience working in the financial industry helping investors reach their financial goals.

EXPERIENCE MATTERS

Deborah has successfully guided investors through many market cycles by ensuring that her clients are invested in a balance of suitable products. Determining the appropriate blend of investments that focus on preserving capital, generating income, or providing growth is key to finding a client’s comfort level. Deborah believes that the greatest threat to long-term investing is selling growth-oriented investments during turbulent markets. History has proven that selling an investment with the expectation of purchasing it later (market timing) is not a successful investment strategy. An experienced financial advisor will ensure that her clients do not sabotage their long-term goals, and this starts with having a thorough understanding of the investor, such as past experiences, investment knowledge, family situation, health issues, and financial goals, both short and long-term.

Deborah ensures that her clients understand market volatility and that their investments reflect their ability to tolerate the emotional roller coaster that one can experience during market corrections. Effective communication with the investor is essential to ensure that investment decisions are based on logic rather than emotion. Deborah has experience guiding investors through market corrections which is a valuable asset when helping investors achieve their long-term goals.

CLEAR COMMUNICATION AND STRONG RELATIONSHIP

For Deborah it is all about building long-term relationships with her clients. She takes whatever time is needed to get to know you and for you to get to know her. You will find Deborah to be a warm and caring professional who enjoys working with investors who appreciate her unique approach. She believes that effective communication is key to a good relationship and will spend the majority of your first visit asking questions to discover your priorities, goals, and concerns. Deborah will provide you with plenty of opportunity to ask her questions as well. You will not feel rushed, nor will Deborah create any sense of urgency. In fact, Deborah prefers that a prospective client leave her office prior to making a decision to ensure that there is no undue influence or pressure. Strong relationships start with compatibility and clear communication and grow into long-term relationships based on years of trust, transparency, and reliability.

A DISCIPLINED APPROACH

Deborah believes in taking a disciplined approach to investing and will implement her five-step process when helping you achieve your short and long-term goals. Deborah’s successful formula is a blend of business and heart. When you become a client of Deborah’s, you will know that you and your family are important but so is the performance of your investments. Having an advisor who takes the time to understand your comfort level is critical to achieving your financial goals and Deborah will do this for you.