LET’S GET ON THE SAME PAGE… LITERALLY
One of the most important aspects of our client process is making sure that we understand our clients. Helping both of us see the big picture is essential to our ongoing communication and guidance.
We build a custom Asset-Map® Report for all of our clients’ households and use it throughout our interactions to make sense of priorities and intentions as well as gaps and areas of improvement.
We start by creating a visual experience that displays your household: who is important to you, what resources will be available – both now and in the future – to use towards your financial goals. The Asset-Map® process can help us make more informed decisions about your future.
By filling out this Discovery Client Profile, you are providing the data that you enter to a financial services firm that serves clients like you. As a matter of practice, our firm does not sell or share your information with any third parties. We will use the information to respond to you and provide you with a view of your financial condition. If you have any questions, please contact Rohr CPAs directly at 805.473.1040 or email to [email protected].