Our Process

James E. Bashaw & Co. “The Doctor’s Advisor” believes in a personalized approach to investing. We strive to know our clients as individuals, understanding their family dynamics and priorities. This allows us to provide tailored financial advice and access to a diverse range of investment opportunities. As an independent firm, we are not restricted by proprietary products and can offer a wide range of options to meet your specific needs.

1. Opening Conversation:

  • Discuss family, responsibilities, and priorities.
  • Touch on hobbies, interests, groups, memberships.
  • Present the basics of JEB & Co.

2. Initial Planning:

  • Identify details of current financial state and review statements.
  • Consider future goals and corresponding financial needs.
  • Discuss viewpoints on risk and reward tolerance.

3. Discussion of Proposal:

  • Review previous discussions, goals, and concerns.
  • Present ideas for the created financial strategy.
  • Discuss implementation and potential results.
  • Establish expectations.

4. Financial Strategy Fulfillment:

  • Brief overview of previous discussions.
  • Discuss combining new plan with current investments.
  • Present enacted portfolio and investment strategy.

5. Continued Communication:

  • Schedule regular calls and meetings.
  • Provide updates on investments and market news.
  • Maintain knowledge of any changing needs.

6. Education, Understanding, Satisfaction:

  • Provide comprehensive education on financial concepts.
  • Ensure clear understanding of investment strategies.
  • Strive for client satisfaction throughout the process.