It All Begins With Our Clients
1) Establish and define the client-advisor relationship
3) Share your information with a YAMS, LLC investment advisor and develop a plan
2) Gather information and think critically about your goals
Have you ever developed a financial plan? Have you developed a plan but want an investment advisor to manage your portfolios? At YAMS, LLC we encourage clients to choose services most important to them, and we always act as a fiduciary while delivering outstanding service.
2) Gather information and think critically about your goals
3) Share your information with a YAMS, LLC investment advisor and develop a plan
2) Gather information and think critically about your goals
Have you organized your financial affairs? Are you too embarrassed to take a personal assessment of your current financial situation? Are you afraid to invest? Let us help you get organized, and build the confidence you need to begin taking steps towards prosperity and wealth creation!
3) Share your information with a YAMS, LLC investment advisor and develop a plan
3) Share your information with a YAMS, LLC investment advisor and develop a plan
3) Share your information with a YAMS, LLC investment advisor and develop a plan
Now that you have taken inventory and contemplated your goals, it's time to share this information with a knowledgeable YAMS, LLC investment advisor that you trust will put your interests first.
4) Execute contracts and open/transfer accounts
4) Execute contracts and open/transfer accounts
3) Share your information with a YAMS, LLC investment advisor and develop a plan
After sharing your financial information, objectives, risk tolerance, and time horizons, your YAMS, LLC investment advisor will analyze this data and recommend action steps to help you secure a better future.
5) Implement the plan/portfolio
4) Execute contracts and open/transfer accounts
5) Implement the plan/portfolio
A good plan without proper execution is simply a good plan. Let your YAMS, LLC investment advisor guide you through turbulent markets while nudging you to make the hard sacrifices now to live a more comfortable lifestyle in the future.
6) Monitor your progress
4) Execute contracts and open/transfer accounts
5) Implement the plan/portfolio
Now it's time to monitor and track the advancements towards your goals. Your YAMS, LLC investment advisor will meet with you at least annually to assess your progress and provide you with details as to how you are doing.