becoming a client
Your Plan for Success
When it comes to achieving your financial – and life – goals, you are best served by a deliberate process. Before you commit to a long-term relationship with us, step by step, we need to understand what’s important to you:
An initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationships we build. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face?
In our Investment Review Meeting, we present our findings on your current financial situation and how we might help. We educate you on your current investment diversification and, perhaps most important, what you are paying for your current portfolio. We also review your long-term financial projections and goals to discuss how to make them achievable.
At our Mutual Commitment Meeting, we decide together whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.
Christine joined the NAM team in 2020, along with her six-plus years of Administrative and Executive Assistant experience. She was born and raised in Wisconsin. She has a love for film, comedy writing, and music, particularly between the 50’s and 80’s.
During my salad days, I studied business at the University of Minnesota and the Carlson School of Management. Taking this route seemed to make sense when I graduated high school, as it offered the opportunity to pursue a career in business. However, the experience didn’t go as planned. I found myself disillusioned by the focus and teachings of business school, with many of the lessons revolving around detached relationships focused solely on profit. I eventually concluded that this was not my personal path. I chose instead to purse a passion – writing – and veered off into journalism for the next six years of my life.