What to expect with a new advisor
3 minute read
Working with a new advisor is an opportunity to get fresh eyes on your financial situation—but you can rest assured that our advice will continue to be grounded in Vanguard's time tested, research-backed approach. Here's what you can expect in the next few weeks.
I'm here to support you
As part of Vanguard Personal Advisor Select®, I'll follow our trusted methodology and philosophy when providing you with financial advice. Like all of Vanguard's Personal Advisor Select financial advisors, I'm a Certified Financial Planner™ (CFP®) professional.
Our relationship is my top priority
It's a privilege to carry on our commitment to you and your loved ones, and my goal is to make this transition as smooth as possible. If you'd like to speak with me about an immediate need, please feel free to schedule an appointment at your convenience. My contact information is available on your dashboard.
In the meantime, I've begun reviewing your portfolio and detailed information about your goals and personal situation. While you shouldn't expect major changes to your financial plan, I may recommend small tweaks if I see opportunities to further optimize.
I'm honored by the great responsibility you've entrusted us with. I'll strive to build a relationship of mutual respect and trust while delivering the care and support you've come to expect.
What to expect
In the next few days:
- I'll complete my detailed review of your personal and financial situation.
- I'll reach out to introduce myself.
- My contact information will appear when you log in to your account.
In the upcoming weeks:
- I may recommend additional opportunities for your portfolio.
- You can schedule time with me if you have immediate needs you'd like to talk over.
At your next scheduled appointment:
- I look forward to an engaging, comprehensive discussion of your progress toward your goals and how we can maximize your opportunity to reach them.
I'm available to help you make decisions, talk through questions, and update your plan as needed.
For urgent needs, you can also call me at the phone number listed in my contact information on your dashboard.
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All investing is subject to risk, including the possible loss of the money you invest.
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.