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Our Approach

The Aldebaran Financial Process

Here’s what to expect when you choose Aldebaran Financial as your guide to financial security and prosperity:

1. Analyze

It is important for your financial advisor to understand that each client has specific financial needs and goals, we do an in-depth study of your situation and determine the best steps to take. A comprehensive plan is developed that will guide your investments to go as far as possible in today’s market.

2. Establish

Once our plan is approved by you, we then put it in motion and also establish the best way to keep you updated as it progresses or when it may need to be adjusted. From convenient phone calls and emails to quarterly or semi-annual face-to-face meetings, Aldebaran Financial keeps you connected with your portfolio performance, ensuring you’re up-to-date on all aspects of your investments.

3. Review

Because the original plan was based on a fluctuating market, it’s vital that we always keep an eye on its performance, making sure everything remains aligned to meet your financial goals. We use only the best tools and software to monitor each account and their assets, so nothing ever happens without client awareness and engagement.

4. Report

With Aldebaran Financial as your investment advisor, you’ll be able to enjoy peace of mind about your investments, thanks to our daily monitoring and reporting. Whenever a new milestone is reached, or should the plan ever need to be adjusted, we report directly to you with our recommendations and only move forward once your approval is granted.
Contact us today to receive a free portfolio evaluation from one of our expert consultants!.
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