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What You Can Expect as a Client of
Syverson & Company, LLC
As part of our ongoing service and educational commitment to you,
each client receives the following:
A Written Plan for Financial Freedom with Implementation Assistance
Your comprehensive written financial plan will include specific recommendations customized for your particular situation along with professional guidance to implement your recommendations.
90-Day Discovery Process
During the first 90 days, each client receives an in-depth discovery process where, together, we discuss your goals, hopes, dreams and values. Three additional meetings are then scheduled during this time to unveil your Plan for Financial Freedom after we have had time to analyze your information and formulate a wide variety of recommendations to address your goals.
Executive Summary Follow-up after Each Session
An Executive Summary of the discussion points and action items created in each meeting are emailed for your review and future completion of assigned tasks. While simple in concept, this crucial process holds us both accountable for the attainment of your financial goals.
Quarterly Checkpoints
After the initial 90-Day Discovery Process, meetings take place every three months to track your tangible progress. However, you are more than welcome to connect with us at any time to request help on an existing project or with a new issue that comes up.
Location, Location, Location
Because we serve a nationwide clientèle, upon your request, we are able to meet with you over the Internet, or by teleconference, for the above meetings without ever leaving your desk.
Annual Update Meeting
Each year we reconvene to assess what is working for you, what’s not, and what adjustments need to be made for the upcoming year, keeping both of us focused on your highest priorities.
Periodic Newsletters and Client Updates
We provide periodic market commentary, educational articles, and news on the economy and our company.
Weekly E-mail Updates
Each week you also receive year-to-date market summaries, educational articles and other relevant, timely information.
Invitations To Monthly Client Seminars
These informative meetings provide an opportunity to attend a presentation on timely topics and discuss issues of importance with us as well as other clients in a group setting.
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