Proactivity
At Timpanogos Financial Advisors, our goal is to provide you with information before the question arises. All interactions with the Timpanogos Financial Advisors operations team will be timely, precise, and promptly completed.
Your Goals remain the centerpiece of our recommendations and strategies.
We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress and adjust your financial plans along the way.
Partnership
Timpanogos Financial Advisors will take the time to clearly understand your background, philosophy, needs and objectives. We will help bring order to your financial life by assisting you in getting your financial house in order. We collaborate with you so that we have a complete picture of where you are and where you want to be. We evaluate your options and recommend strategies to help you get you where you want to be.
In order to keep your financial picture current and relevant, we will link all of your financial accounts to your Timpanogos Client Center Website for a complete and up-to-date view of your financial situation. With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on the things in your life that are more important than money.
Accountability
Timpanogos Financial Advisors will develop a personal relationship with you through insightful communication that will highlight our core beliefs, investment outlook, and management philosophy.
We will present portfolio reviews annually, or as often as necessary, and be available to answer the questions that matter to you as they arise.
You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions, and advisory services.
Objectivity
At Timpanogos Financial Advisors, we know that one of the biggest challenges facing the average investor is deciding how to allocate personal savings or retirement assets. Most individuals hope to create an investment portfolio that is consistent with their personal objectives and risk tolerance level. However, the lure of potentially high rates of return may easily skew an individual’s objectivity, resulting in unrealistic expectations and unnecessary risk exposure.
We will do the research necessary to ensure that you have all the information needed to help you avoid emotionally driven decisions in important money matters. We are dedicated to making sure that your needs are clearly defined and we constantly monitor your finances with your needs in mind.
Confidentiality
To put your mind at ease, be assured that we treat all personal information and conversations with the strictest confidence. In fact, outside of a court order, we cannot release this information to anyone without your permission.