Harry James Financial

WHO | WHAT | HOW | CONTACT

The first step is a personal interview; you ask us a lot of questions to ensure that our firm’s philosophy and resources fit your needs.

We’ll also explain our system, and how we can best help you. It’s important to us that you understand how we work, and that you feel comfortable with our style. We’re not for everybody. We’re only interested in long-term relationships, where we can truly provide helpful advice.
The 5 steps.
1. An interview. This is where we explain how we work, discover what
      you’re looking for, and what you expect from us.
2. You supply us with relevant financial documents and complete a fact sheet.
3. We meet again, to review our observations and recommendations based
      on the information you provided.
4. Our recommendations are implemented.
5. Follow up reviews are scheduled to ensure that we are executing on the
      strategy we established together.

At Harry James we don’t like to use the term financial planner. Why? In the industry today financial planner may refer to an insurance agent, mutual fund salesperson or a myriad of other viable financial occupations. Often, however, there is little, if any, comprehensive planning or expertise provided. We’re different. We provide our customers with a wide range of financial advice, backed by experience and extensive training. We’re not here to sell you. We’re here to provide you with the best advice.

Our access to the market place allows us to dispense the best possible alternatives, rather than try to sell you on one product. Our salaried staff, with a wide range of expertise and experience, allows us to provide you with unparalleled objective advice.

This is the only way that we believe you can truly maximize and enjoy your personal and financial journey.

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