I would take less money to make sure I’m doing the right thing for the client, every time. The way that I structure investments and look at making recommendations, I always try to put myself in their shoes.
–Brock Wilimek, CHS
Our Approach
We want to get to know you
To create plans that make sense now and into the future, we actually need to get to know you well. It’s a requirement of the profession. With us, it’s a calling.
We work on establishing trust with our clients because this is how we’re able to step into their place and think critically about what solutions we should recommend.
Education is also particularly important in our practice – both for our clients and for ourselves. We educate ourselves to learn new things, but also to be reassured that our knowledge and processes are up-to-date.
We educate our clients, meanwhile, to help them make fully informed decisions.
This continuous learning extends to us learning about our clients, as well, so that we can be sure all of the things that are important to you are also important to us. Finally, we are strong proponents of having a financial plan. Our clients appreciate this about us.
We will get things sorted and put you in a position where you’re able to measure how things are in the moment and where things are at relative to your larger plans.
Wilimek Wealth Advisory Group Stands Out From the Rest
Your needs come before ours Always, and we are driven to provide you with the right results. To that end, we engage with a number of experts when building your plans, including insurance experts, tax planning specialists, estate planning specialists and investment experts. We also engage colleagues well versed in financial planning to be a second set of eyes when your plan is complete. Importantly, we’re flexible enough to work with all of these experts, and with your own experts as well, to ensure that the plans we create are suited to you and your unique circumstances.
We care deeply We really were meant for this kind of work. We recognize that money is a sensitive subject for people and we want to help demystify it for our clients. It’s important to us that our clients feel comfortable and confident.
Transparency is paramount There are a few different ways to think about transparency and we try to bring it in every sense. We’re transparent about our fees and have been for years – long before it was fashionable or required by regulators. We make use of education to make portfolio mechanics more transparent for our clients. Finally, we’re transparent about our processes, pulling back the curtain on your current position and on the considerations we make when building your plans.
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What To Expect
At our meetings we will provide you with an agenda, every time. We believe there’s value in reviewing past meeting topics and we have a systemic approach for taking in new information.
With new clients we even start creating your plan in front of you. Existing clients, meanwhile, benefit from being able to watch as we make necessary adjustments over time.
Once your plan is completed, we send it for review – the firm engages several specialists, including a specialist in financial plans. We do this review to ensure that we’re all seeing the same things (a financial plan includes many moving parts) and to ensure the recommendations being made are the best that we have to offer.
