Our Client Engagement Process

Discovery

Nothing can replace a personal relationship with a trusted advisor who truly understands your goals and objectives. At QM Advisors, we begin each client relationship by seeking to understand what makes you unique. We listen to you. We seek to understand your goals and provide financial solutions based on your core values and what is truly important to you.


To help provide effective strategies for your financial needs, we gather significant facts about your financial situation and goals, analyze this data, and prepare a financial program which includes recommendations on how to meet your personal financial goals. Then, we tailor our services to your needs.

 

The value of objective advice

At QM Advisors, we are independent and objective. We strongly believe the most effective advisor/client relationship results when there is no conflict of interest due to compensation arrangements with outside parties.


As such, we have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our only interest is that your portfolio meets your financial objectives, and you're always assured of unbiased recommendations and advice.

 

Planning

QM Advisors can help you identify and plan for your financial objectives, creating effective strategies to reach those goals. We specialize in helping investors just like you develop and implement solutions designed to help turn your dreams into realities.


Financial planning is the discipline of preparing for the future. It is establishing a framework that identifies financial goals, as well as a means to achieve those goals. We provide an individualized, integrated approach to developing your personal financial plan.

Our integrated financial planning process includes:

  • A personal consultation to establish your goals, desires, and objectives.

  • Gathering the qualitative and quantitative data that reflects your circumstances.

  • Spending time analyzing the data to understand your personal situation.

  • Developing effective financial strategies to meet your objectives.

  • Implementing your plan and strategies.

  • Monitoring, reviewing and adjusting your plan as needed on an ongoing basis.

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