Getting to know you
In the world of financial planning, one size does not fit all. Different strategies work best for different situations. That’s why at Johnson Bixby & Associates our first priority is to get to know you and your individual situation.

Before our first meeting, we’ll ask you to gather financial information and related documents that we need to go over together. We also ask you to come prepared to discuss your goals and to bring up any questions that come to mind. During our meeting, we’ll review your financial information and answer your questions. We’ll also ask you some questions that help us get to know you better.

Developing a plan
Once we’ve gotten to know you, our team will work together to develop financial strategies for you. This collaboration lets us tailor the strategies to meet your individual needs and provide you with the most value.

Certain projects, such as preparing or updating more comprehensive financial strategies, may require us to meet more than once. At these meetings, we will:
    • Discuss various financial principles
    • Explore and evaluate options
    • Help you with some of the logistics and details

Putting your strategies to work
We know you lead a busy life, and we want to make implementing your strategies as easy as possible. To facilitate this, you’ll receive a personalized to do list and recommendations at the conclusion of each meeting.

Staying in touch
Life can be unpredictable, and we want to make sure you have the help you need to adjust whenever necessary. That’s why we encourage you to meet with us three to six months after our first meeting and at least annually thereafter. This allows us to keep in touch and make updates in response to life changes.

As time passes and your goals change, we’ll help you take advantage of all our services by addressing adjustments to your:
    • Cash flow
    • Investment allocation
    • Taxes
    • Insurance coverage
    • Estate planning

To learn more about what it is like to work with JBA over time, read about our services for established clients.