Our Financial Advisory Process

At Athenian Private Client Group we understand that individual investments and financial markets fluctuate over time, and as professionals, it is our job to enable you to make informed financial decisions using the full complement of resources that are at our disposal.

By following this Financial Advisory Process. we ensure that all financial decisions we make on your behalf are consistent with your goals. The Financial Advisory Process has 6 steps:

  1. Establish and define our client-advisor relationship.
  2. Gather your financial data and define your goals.
  3. Analyze and evaluate your financial status.
  4. Develop and present our recommendations and possible alternatives - your financial plan.
  5. Implement your financial plan decisions.
  6. Establish milestones and use them to monitor your financial plan decisions.

This process provides a framework for making decisions collectively and monitoring the outcome of those decisions over time. This process is montitored through a financial plan that is customized to your needs, goals and lifestyle.*

Through this process, a customized financial plan will provide us and the clients' with the following tools and features:

Identify: Athenian Private Client Group uses a variety of tools* that includes a questionnaire and a client interview to identify a clients goals, current financial situation, investment experience and risk tolerance. During this process, we fully make aware to the client our capabilities and provide educational support to assist them on why we make certian investment recommendations.

Design: Athenian Private Client Group analyzes the client's information that is shared with us and create solutions that are designed to help reach their financial goals. This may involve collaboration with other specialists or other existing professionals in our industry.

Implementation*: Athenian Private Client Group will execute a clients customized strategy using the tools available to us by SagePoint Financial Inc. This would involve the selection of specific account types, investment products and optional services.

Management*: Athenian Private Client Group will have continuous monitoring on the progress of our recommendations and review the consistency of the client's objectives. Our commitment is to have at a minimum a quarterly client review to make sure that the clients objectives are consistently being met and to make any adjustments when needed.

 *Securities and advisory services offered through SagePoint Financial.