facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

A STANDARD OF EXCELLENCE

Music and finance may seem like entirely different fields, but there are certain "standards of excellence" that they share, despite their apparent differences. These standards revolve around discipline, creativity, precision, innovation, and performance.

When you engage with Plectrum Advisers you can expect a 'standard of excellence' every step of the way. We prioritize delivering a seamless and personalized client experience right from the start. Our getting acquainted and onboarding process is designed to make you feel valued, understood, and confident in your decision to partner with us for your financial goals.

1. Initial Contact and Discovery: The journey begins when you visit our website at plectrumadvisers.com. Upon reaching out to us through our contact channels, we'll schedule an initial consultation, during which we'll take the time to understand your financial aspirations, concerns, and specific needs.

2. Tailored Recommendations: After gaining insights into your financial landscape, we'll provide you with a comprehensive overview of how Plectrum Advisers can assist you in achieving your goals. We create tailored recommendations that align with your unique circumstances and objectives.

3. Transparent Explanation: We believe in clear communication. During this phase, we'll explain our services, fees, and the strategies we intend to employ on your behalf. Our commitment to transparency ensures that you have a complete understanding of the value you'll be receiving from our partnership.

4. Collaborative Planning: As we progress, we'll collaboratively develop a customized financial plan that outlines the steps we'll take to help you reach your desired outcomes. We'll consider various aspects such as investments, risk tolerance, retirement planning, tax strategies, and more.

5. Data Gathering: To effectively implement your personalized financial plan, we'll request relevant financial documents and information from you. Our secure online portal simplifies the process of sharing sensitive data, ensuring confidentiality and convenience.

6. Onboarding Assistance: Navigating financial paperwork can be overwhelming, but we're here to guide you through it. Our team will provide clear instructions and support as you complete necessary forms, ensuring a smooth onboarding experience.

7. Regular Progress Updates: Once you're fully onboarded, we'll provide regular updates on the progress of your financial plan. Transparency remains a core value, and we'll keep you informed about any adjustments made to your portfolio, changes in the market, and other relevant developments.

8. Ongoing Communication: Your journey with Plectrum Advisers is characterized by continuous communication. We are readily available to address any queries, concerns, or changes in your circumstances that might require adjustments to your financial plan. We also promote continuous education through our Let’s Talk podcast and blog to provide insight and resources that align with your goals.

9. Periodic Reviews: To ensure that your financial strategy remains aligned with your evolving goals, we'll conduct periodic reviews. These reviews provide opportunities to assess your progress, make refinements, and adapt to any shifts in your life or the economic landscape.

10. Relationship Building: At Plectrum Advisers, we don't just manage finances; we build relationships. We take the time to understand your aspirations, family dynamics, and long-term vision, fostering a partnership founded on trust and understanding.

In essence, the client experience at Plectrum Advisers revolves around personalization, transparency, and our understanding of the intricacies of the creative and freelance community. Our getting acquainted and onboarding process is designed to empower you to take control of your financial future while supporting you every step of the way.