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Our Process
When you become our client, we help you define your current situation, outline your future goals and then create a customized investment strategy that will align with your stated objectives. We will work closely together throughout this process so that you remain informed of your choices and in control of your investable assets.


To keep you fully informed and engaged in the process we work within the context of the following consulting process:

Introductory Meeting – Values and Visions

We will speak about your values and your visions so that we can fully understand your goals. We will identify and prioritize your objectives. We will explain how we work and why we believe in the importance of a disciplined investment approach and strategy. We will also discuss costs and our fee structure.

 
Discovery Session

We will ask you to gather certain information and specific documents to bring with you so we can accurately discuss your needs. We will also discuss when and how you would like to retire, your investment risk tolerance and your money management philosophy


Financial Analysis

We will review your current estate plan, investments, income and expenses, taxes, life Insurance, long term care plans; then we will we design a strategy to help you meet your objectives.


Present Your Comprehensive Financial Plan

We will carefully review my recommendations with you and the reasoning behind the decisions, answer all your questions and, once you are comfortable, begin implementation process.
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 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

Securities offered through Kestra Investment Services, LLC.,(Kestra IS) member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. J Matrik Wealth Management is not affiliated with Kestra IS or Kestra AS.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, GA, IL, NV, NH, NJ, NY, NC, OR, PA, RI, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.