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Our Meeting Process

Invest Efficiently - Our Ongoing Commitment to Asset Management Excellence

Our Invest Efficiently process helps design an investment portfolio that is uniquely designed for your goals, needs, risk tolerance, and time horizon.  

For clients utilizing our Plan Well planning services, click here to see our services for financial plans.

Below are the steps in our process of working with you and managing your investments.


Starting To Work Together - Our Process

Tell Us About You

Tell Us About You

The first step is for us to learn about your current situation, your goals, and values.  We also describe our investment process.

Your Strategy

Your Strategy

In this meeting, our Advisors present a review of your situation, and present our Investment Strategy that is designed for your unique situation.  This is a detailed presentation of our investment process and recommendations.  

Put It Together

Put It Together

If we mutually agree our investment strategy and process is right for you, we take the next step.  Our Team takes care of putting your investment strategy together, down to every last detail.

Follow-Up

Follow-Up

After your Investment Strategy is implemented, we get together to review your new portfolio, statements, and make sure you are comfortable with account access, ways to reach us, and the services we provide.

Our Ongoing Commitment To You!

We take pride in our commitment to serving our clients.  Life is often full of changes, challenges and opportunities, we call it a Journey.  As your Journey evolves, we will be there.   Below are the ways we stay in touch. 

For clients utilizing our Plan Well planning services, click here to see our services for financial plans.

Annual Review

Annual Review

A lot can happen in the course of a year, and it usually does!

The Annual Review is the foundation of our ongoing client relationships. 

Our firm continuously monitors your investments under our management throughout the year and will alert you to any recommendations our Team may have.   

Your finances are not static-neither are you.  The Annual Review is the time to review your progress, update your situation, re-evaluate if necessary, and make any needed adjustments.  It is the way we help you stay on track, to ensure your goals and visions become your financial reality.  As your Journey evolves, we will be there with you.




Annual Personal Account Review

Annual Personal Account Review

While our Asset Management programs systematically monitor your investment portfolio, the Personal Account Review is focused on your overall financial picture.

Having a great investment portfolio is just one part of the process - using those assets in the most efficient matter is perhaps even more important.

Our Personal Account Review is a detailed process that reviews how your various accounts work together.  Our Advisors will review your entire portfolio and if needed, provide specific recommendations for your situation.







Annual Check In

Annual Check In

A member of our Client Service Team will check in with you to review your profile information, beneficiaries, account access, bank accounts and more to help keep us up to date with your situation.

Our Assistance Center provides tools allowing you to start many common service requests, access your accounts, schedule a meeting, message us, send or view files, use our online planner, determine your risk tolerance, and more!   






Wealth Reporting

Wealth Reporting

The custodian that holds your investment will provide statements of your account and activity.

Knox Financial Services provides your Personal Financial Website  that offers a complete view of your investments and tracks your progress over time.  You may also link your other assets, such as retirement plans, savings, banking accounts, and liabilities, like mortgages, loans and credit cards, for a complete picture of your financial situation.  This site is updated daily and tracks your progress.

We provide an annual electronic (.pdf) summary of your consolidated account activity, including your  performance and asset allocation.  You may access our Wealth Reporting site that is also updated daily, if you wish to check in with your investments more frequently.


Newsletters, Insights, and Updates

Newsletters, Insights, and Updates

We offer a number of ways to stay informed!  Choose the information that is of interest to you:

Knox News - Select articles from Wall Street Journal, Reuters, Forbes, the Globe and Mail. 

Knox Notes - Commentary from Jason Knox, AIF(R), CRC(R), addressing select economic and market topics.

Knox Financial Minute - our monthly Newsletter with a broad range of financial topics.

Happenings! - Updates about Knox Financial Services, events and other happenings.

Market Insights - our brief video that covers what is going on in the financial markets.

We also provide a variety of Economic and Market Review resources.



Financial Education Series

Financial Education Series

Our Financial Education Series are an opportunity to learn select financial topics, such as basics of investing, types of investments, retirement plans, financial planning, and more.  

If you wish to subscribe to our Education Series, each month you will receive an email article covering the topic of the month.  No homework is required, but a great chance to learn about financial topics.



Questions

Questions

We know that life happens - it is a Journey!

If you have questions or concerns, our Client Service Team and your Advisors are available to address your concerns.





Client Events

Client Events

We believe the Journey is better when we get to interact with others.  Our client events are an opportunity to meet others, share fellowship, and have some fun.

CPR - Cardio Pulmonary Resuscitation Training 

At Knox Financial Services, we wish to help by offering CPR training sessions.  With our classroom session, you will experience an instructor-led, hands-on class format, that teaches or reinforces skill proficiency.  Upon completion of the class, you will have the opportunity to receive your certificate of completion.

SXS/UTV/Jeep Ride

A fun day to view the scenic northeast Iowa landscape and mingle with fellow clients and guests.