ClientFirst Financial Strategies

Financial Planning and Portfolio Management

Why Work With Us

Why Work With Us

We build long-lasting relationships that go beyond financial management.

Communication
+
Caring

Frequent and open communication is the cornerstone of our high standard for service.

By taking a vested interest in our clients as people, we play an integral role in helping them navigate life events. And everyone is treated like family.

How We Work Together

Fostering a personal connection with clients starts here.

Hand Shake

Getting to Know You

We work in a business where trust is paramount. All relationships start with an introductory conversation. This is when you to get to know us and we get to know you, your priorities, and your concerns. Before you decide whether to partner with us, you should feel confident in how we work, what we stand for, and the unique value we bring to moving your financial path forward. However we proceed, we hope you leave this conversation feeling heard and answered with honesty and transparency.

Creating a Proposal

For potential clients that want to continue the conversation, we ask you to complete our Client Profile. The Client Profile gathers information such as your income, spending habits, assets, liabilities, and existing investment account allocation. We analyze this information and formulate a tailored proposal to achieve your financial goals, mitigate potential risks, optimize your portfolio structure, and allocate your portfolio based on your needs and risk tolerance. We present our proposal for your feedback, determine next steps, and, if appropriate, execute the agreed upon game plan.

Download your client profile form here to get started.

Building Relationships

Building Enduring Relationships

Jobs change. People move. Families grow. As your life evolves, your financial plan should evolve too. We strive to be with you every step of the way. We commit to frequent dialogue with our clients, which enables us to better support you, anticipate your needs as circumstances unfold, and align your portfolio accordingly. We value our relationships with our clients and attribute their loyalty to our regular communication and dedicated client service.

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Contact

(937) 293-5500
[email protected]

3033 Kettering Blvd.
Suite 326
Dayton, OH 45439

About Us

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