We all have an idea of what working with financial advisors might look like: initial consultations, paperwork, account transfers, and annual portfolio reviews. Whether this is from personal experience or just what you’ve heard from a friend or family member, each of these assumptions is reasonable.
At Copperline, our financial advisors take it a few steps further. It’s our goal to learn as much as possible about a client’s finances and goals so we can provide them with the highest level of service.
In this article, we’re going to give you a glimpse into what it looks like to work with Copperline’s financial advisors.
1. We build relationships
Getting to know our clients is a pillar of Copperline’s structure. Our founders and financial advisors, Sara Schauermann and Luke McNeely prioritize who you are as an individual and take the time to dig into the question, “What’s your story?”
Whether this initial conversation is virtual or in person, our primary goal is to get to the core of who you are as an individual. As fiduciaries, Sara and Luke are committed to making financial decisions in each client’s best interest when offering advisory services. This can only be accomplished if we have a deep understanding of your financial history and future goals.
It’s also a priority for both Sara and Luke to be a part of every client meeting and financial decision.
2. We make transferring assets easy
One of the biggest hesitations clients have when changing financial advisors is the process of transferring assets. Whether this stems from the anxious anticipation of the “break-up” conversation, or the tediousness of closing and reopening accounts, our team can make sure this process is as smooth as possible.
With just a few signatures and a little bit of paperwork, you’ll have the ability to grant Sara and Luke access to your accounts to take care of this process. It’s really that simple.
3. We actively monitor your portfolio
With Copperline, once your portfolio is active and invested, it doesn’t just sit on a shelf until your next meeting. Sara and Luke are intentional about checking how your investments perform daily, making recommendations and changes when needed.
When developing each client’s investment structure, our team takes a comprehensive approach.
“When we create portfolios, instead of looking at return first, we look at risk,” says Luke. “We build risk-based portfolios and individualize them, utilizing investments from our core portfolio selections. We literally know and monitor every investment daily.”
4. We do quarterly reviews
Say goodbye to once-a-year portfolio reviews and hello to quarterly meetings. By touching base regularly, we have a chance to go over individual portfolios in real-time. This allows us to adjust accordingly and provides clients with transparent and up-to-date information on their investments and assets.
We also just love to connect with our clients regularly to catch up on what’s going on in life. This brings us to our final point.
5. We love what we do
When you work with Copperline, you’re not just another name on a list. You are a valued member of our team.
“Our favorite part about being financial advisors is the opportunity to build strong relationships with those we work with,” says Sara. “It’s these bonds that make our job so meaningful.”
By helping you plan for life events that impact your financial future, we will support you by clarifying complex issues and forming a pathway forward.
Learn more about Copperline Wealth Management and Planning
Your financial future is essential and something that should be prioritized. As a people-oriented business, it’s Copperline’s commitment to providing wholesome financial advising strategies for every season.
For more resources about financial planning, check out our other articles on our website and follow us on Facebook. If you’re interested in learning more about financial advising services in Cody, Wyoming, or wherever you’re located, we encourage you to reach out to our team.
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Want to learn more about a fiduciary’s commitment to their client? Check out the recent article, “The Importance of Having a Financial Advisor Who is a Fiduciary.”
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
