Start Your Plan – Masdevallia Financial Advisor Services

Committing to new action with your life savings can be intimidating so I’m removing as many fears from your decision making process as possible.

Each step of the process is a deliberate step towards your goals and we will spend weeks getting everything ready for the transition. We do this both because it takes time to develop the plans and so any concerns that you have can be addressed before we take action.

I offer a fully virtual service with no in-person meetings. Not maintaining an office helps me offer lower advisor fees than the industry standard without impacting portfolio management.

Here is what’s involved with starting service:

1st Meeting: The Beginning

NO OBLIGATION and NO CHARGE

Our first meeting is to let me get to know you, listen to your long term goals, learn about your current investments, review your family dynamics, understand your investing experience, and give you a chance to see who I am a little more. There is no obligation to continue beyond this step and there is never a charge for meeting with me.

2nd Meeting: The Plan

NO OBLIGATION and NO CHARGE

By now I’ve spent about 20 hours on a typical financial plan writing up your goals, describing your strengths and weaknesses, the kinds of investment options we’ll be looking at, why those investments support your goals, and how they expect to perform in different market conditions.

This is all still done with no obligations from you to continue further and done at no charge to you. You can still walk away without paying me anything.

3rd Meeting: Contracts and Disclosures

THE CONTRACT HAS NO MINIMUM TERMS OF SERVICE: STILL NO CHARGES

We have our 3rd meeting and we walk through the disclosures involving my past, possible conflicts of interest, and showing you the one and only way I earn money from your services. You’re welcome to review disclosures on your own before then, but I’ll go over them all with you before we sign so there are no surprises. If you’re still comfortable then you’ll sign the service contract and we’ll be ready to start taking action.

4th Step: You create your Account

THE CONTRACT DEFINES OUR RELATIONSHIP BUT STILL NO CHARGES ARE DUE

After the service contract is signed then I will send you a link in an email about how to start your Interactive Brokers account. If you follow the link in the email I send it will make sure the account is linked to me from its creation. Creating the account takes about 30 to 60 minutes. If you’re not comfortable doing it on your own we can schedule our 4th appointment for me to walk you through the creation process with virtual tools to let me see what you have on screen during setup.

5TH STEP: Funding Your Account

FINAL STEP:

Our Relationship is now defined. The plan is ready for action. Now we need your current investments moved to your new Interactive Brokers account and then I can go to work for you.

You can start to transfer the portfolio through the Interactive Brokers as you finish your account creation or come back to it later through their site. Once the transfer is entered after 3-5 business days, the positions will finish transferring and I’ll start taking action.

Financial Plans Without Fears

Beginnings Start Small