Denver Money Manager

Robert Grey AIF®, Aaron Grey CFP® & Joel Martin - Financial Advisors

 

The Mission

Our Philosophy

Our Process

Step One

Step Two

Step Three

Step Four

Step Five

Educational Resources

Videos

Articles

Past Newsletters

Industry Links

Suggested Reading

Your Portfolio

Account Access

Disclosures

FAQs

The Team

Contact

Driving Directions

Our Process
Step One  |  Step Two  |  Step Three  |  Step Four  |  Step Five
Step One
Getting to Know You and Your Money Story

Theme:
Building a relationship around money...Do-It-Yourself or Play With a Team...Which is for you?

Description:
Step One is a 30-60 minute conversation on the phone or in person. The purpose is to get acquainted with you and understand your "Big Picture."

Agenda: 
1.  Your "Big Picture" - Tell us about...

  • Yourself and your family
  • Your work history
  • Your investment experience and concerns
  • Your experience with investment advisors
  • Your expectations about how your money should serve you
  • Your plans for retirement
  • Your feeling about your money now, what's right and what's not quite right

2.  Who is Denver Money Manager?

  • Fee-only investment advisor
  • Fiduciary - eliminate conflicts of interest
  • Risk management
  • Redefining investment advice


Educational Resources:

  • Redefining Investment Advice article
  • Money Legacy article


Post-Step Action Items:

  • You write your "Money Story"
  • Complete the Investor Profile Questionnaire
  • Collect your financial records
  • We give you a copy of our ADV and Management Agreement

     

     

                        

This information is intended for the use of the clients of Denver Money Manager. The opinions, and commentary are intended for information purposes only, and do not constitute an inducement to buy or sell any securities mentioned. Robert Grey, Aaron Grey, Will Snider, friends, family, & employees may have positions in the securities mentioned on this website.