Becoming a Client is Simple
Your Path to Financial Clarity is Three Easy Steps Away
Deciding to work with a wealth advisor is a big decision. Before making the commitment, you want to make sure that
partnering with Swiss American Wealth Advisors is the right choice for you.
Our discovery process is designed to give you, and to give us, the opportunity to learn more about each other, understand
our mutual expectations and confirm that we are a good fit for working together.
How Do I Know If I Am A Good Fit?
You have family relationships, income sources, assets or business interests in the USA and Switzerland.
You want to delegate financial planning and investment decisions to a professional team working in your best interest.
Managing taxes and investments in multiple countries causes you headaches and stress.
You value objective advice that helps you grow and protect your wealth better than you can do on your own.
You are looking for a team experienced in working with multiple tax and financial jurisdictions.
You want to spend time on the things that matter most to you without having to worry about the financial details.
Step 1: Discover - Make an Appointment
Schedule your 30-minute, no obligation discovery call online. Find the time in our calendar that best fits your schedule and provide as much or as little information about your situation and your motivation to reach out to us as you feel comfortable. Come prepared with your questions and let’s have a conversation.
Step 2: Select – Choose the Right Service Level for You
If we determine that we are a good fit for working together, we will use our experience to recommend the service level that will deliver the best value for your situation and needs. We will provide additional information about our firm, services and business philosophy, to help you decide how to move forward. We are looking for long-term client relationships and we want you to make an informed decision at your own pace.
Step 3: Dive in – Begin Your Journey Towards Financial Wellbeing
When you are ready, we will sign the required paperwork and schedule your first Deep Dive client meeting. We will set up your dashboard, collect and organize your documents, discuss your priorities, and come up with a plan that addresses what matters most to you. Clarity does not end with this initial meeting. This is where the journey begins.
You now have a partner for those life’s moments, expected and unexpected, that will require revisiting your financial priorities and making course corrections. Think of us as your Financial Global Positioning System. You can rely on us for guidance, no matter what life brings your way.
Still Have More Questions?
No Problem. Read the FAQs.
We believe that every person deserves access to quality financial education that can empower them to make good financial decisions. For individuals and families who are unable to retain our professional services, our public benefit initiatives support free financial education through the Crossborder Planner [free newsletter and blog], and the Crossborder Academy [free webinars], covering topics like tax reporting, tax planning, saving for retirement, benefiting charities or caring for the next generation.