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Reviewing the Review

Hi and welcome back to the Goldstone Financial Groups Blog section. This week I have the opportunity to share with you some of my thoughts and I want to try and help you understand what actually happens when we do a financial review. It’s really quite simple.

At the first meeting I want to sit down with you and just have a conversation. I want to know all about you…what your goals are…what your objectives are and also what concerns you have and of course your worries. At this first meeting I’d also like to see what investments you have as well. Then we part as friends and I’ll go right to work analyzing all of your information and create different reports through Morningstar. At our second meeting we’ll sit down and go through everything we have complied and share with you our concerns about items that you may have not been aware of. Then we’ll offer some solutions and recommendations that could help your situation. Now, at the end of that meeting if you like what you see we can take the next step forward for you to become a client. If on the other hand you don’t like what you see or don’t feel that it can benefit you we will end the meeting as we began….as friends. At the Goldstone Financial Group securing your financial future is our greatest goal.

Michael Pellegrino

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