Our FIT Meeting Process

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Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process.

If you prefer to watch this episode click here for the video.

We walk every client through our process and it starts with a FIT meeting. This is to see if we are a good fit for each other. You must be very comfortable with your financial advisor as you are trusting us with personal information, your goals, and your dreams for the future.

As fiduciaries, we want to make sure we can deliver on this promise to you and that we are a good fit for your unique financial situation.

Whether you plan to work with SRB or not, this podcast episode provides you with many things to consider and questions to ask any financial planner who you are considering working with.

We hope it proves useful for you.

Need Help?

The financial advisors at Shotwell Rutter Baer work with many clients to maximize their retirement plan benefits and abilities. If you would like to find if there is more you can do with your plan, give us a call at 517-321-4832.

Check out our Strategic Reliable Blueprint process here. 

About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.