Basis Points: A View From the Hills

Services & Capabilities

November 2014

Services & Capabilities

Services & Capabilities

At Silicon Hills Wealth Management, we stand ready to serve as your personal chief financial officer. Whether you want to buy a house, start a company, or retire at age 50, we can help you achieve your goals.

Get in Touch

Get in Touch

Silicon Hills Wealth Management would appreciate the opportunity to learn more about your wealth management goals. Contact us today to set up an appointment. We look forward to serving you.

In our first meeting:

We need to get to know you — so that we can understand how best to serve your financial and investment needs. This includes understanding your financial picture, your goals, any concerns or uncertainty with your current financial position.

You need to get to know us — We want to make sure you understand what we do, how we work and the benefits of our financial consulting and investment management services. We will, to the best of our ability, answer your questions, let you know the costs involved and leave you with an overall understanding of how we do business.

We ask that you consider the following questions and bring the requested documentation so that we can have a productive initial meeting.

Questions:

  1. What are your primary financial concerns?
  2. How satisfied are you with your cash flow management, savings programs, investment allocation, estate plan, and insurance protection?
  3. What does a good financial advisory relationship look like to you?
  4. What do you want to accomplish over the short-term?
  5. What do you hope to accomplish over the long-term?

Documentation & Discussion Topics:

  • Your Annual Income – include pay stubs (annualized salary and bonus), interest and dividends, gift and/or trust income, rental income (net of expenses) and other income sources.
  • Your Annual Savings – retirement plan contributions, other savings programs.
  • Your Assets – investment account statements, retirement account statements, stock option grants, pension plans, business ownership/value, real estate value and mortgages, and other asset statements.
  • Your Debts – amount due on credit cards, auto/boat/personal loans, margin debt or investment loans, personal business loans, and loans you may have guaranteed.
  • Your Tax Returns – last personal and/or business tax returns.
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Services & Capabilities At Silicon Hills Wealth Management, we stand ready to serve as your personal chief financial officer. Whether you want to buy a house, start a company, or retire at age 50, we can help you achieve your goals. In our first meeting: We need to get to know you — so that…

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