Jamber Corp

Home Asset Planning Interview

The Home Asset Planning Interview can become the foundation of a successful financial plan.  It permits you to build your financial plan one building block at a time, based on your priorities, your needs and your goals.   Working with a professional Home Asset Advisor, you will have all the information you need to make informed choices and implement real changes that may change your life.  There is no pressure and no judgment to fear – just data, comparison and opportunities to consider.

Financial Needs Analysis

Accumulation of client financial data across seven to nine areas of financial planning and risk tolerance.

Retirement/Estate Planning Assessment

Risk Profile/Suitability Assessment

Cash Flow/Credit Assessment

Education Assessment

Long Term Care

Health Liability Insurance

Savings/Emergency Fund Assessment

Life/Disability Protection Assessment

Financial Goals Management

Financial Needs Assessment

Evaluation of client financial data across seven to nine areas of financial planning relative to national averages and industry recommendations and prioritization of client financial goals.

Financial Solution

*Presentation of financial strategy options to address client financial needs and goals working in tandem with client’s other financial advisors. 

*Monitoring market and economic conditions that may require change in client strategies.

*Review of client financial position annually to track changes in status, progress toward goals, new developments

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