Schexnayder Wealth Advisors
NO JARGON. JUST GOOD ADVICE.
We begin our relationship with you by having a frank conversation about your current financial situation, your financial goals and your tolerance for risk. Our most important tools at this point: our well-developed listening skills, the yellow pad we use to capture your thoughts, and a "pain assessment" scale that you've probably seen in your doctor's office (we use it to have you show us concretely how you feel about risk).
We then translate what we hear into a wealth management plan that is customized specifically for you. Converting complicated data into language you can relate to is what we do best, so we explain our approach in a practical, logical way that's easy to understand. Many advisors talk about maximizing returns, but our philosophy is to attempt to optimize your returns within your risk tolerance.
Once you've approved your plan, we begin to implement it and will meet with you regularly to make sure that the plan stays on track with your life changes. We can also coordinate with our network of skilled professionals who help you with your financial life; for example, our team is experienced in working with attorneys on items like wills and trusts. All along the way, we sweat the details so you don't have to.