12 Christopher Way
About Dan Chen
Integrated Wealth Management Services
How To Get The Most From Your Advisor Relationship
The Benefits of Partnering with an Advisor (PDF Br
Coordinating the Wealth Management Process
Services and Fees
Questions to Ask
Guides & Whitepaper
Request an Appointment
Helping Clients control their emotions.
Assisting clients with a financial plan that can change with a car accident, a death, a birth, a marriage, a divorce, or myriad other things.
Keeping clients “balanced, yet flexible” in response to constantly changing markets.
Educating clients about opportunities and risks.
Motivating clients to make difficult decisions.
Talking through trade-offs.
Allowing clients to review consequences under various scenarios- visualizing eventualities.
Deliver accountability and accept responsibility.
Helping clients really know what they own.
Setting and re-setting realistic expectations.
Explaining money and wealth to a family.
Helping spouses align their expectations.
Overcoming client procrastination.
Helping clients develop greater confidence in their financial affaires.
Spotting the real risk, possible blow ups, that could hit a family finances.
Allow clients to admit that they don’t understand financial markets, and educating them accordingly.
Advocate on behalf of clients interest.
Return to Value Proposition