The first year of financial planning with an advisor is typically focused on two key elements: building the client-advisor relationship and developing a financial plan. 

In part one of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses what the first 12 months of financial planning look like at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. 

Jon discusses:

• Why financial plans are like living and breathing documents
  
• What you can expect from your very first meeting with one of the practice’s advisors
  
• The practice’s “facts and feelings” data-gathering process and how it uncovers clients’ deepest needs
  
• The importance of finding an advisor you resonate with
  
• And more!
  

Connect with Jonathan Kuttin:

• jonathan.s.kuttin@ampf.com
  
• kuttinwealthmanagement@ampf.com 
  
• (631) 770-0335
  
• Toll-free: 800-445-4595
  
• Kuttin Wealth Management
  
• LinkedIn: Jonathan Kuttin
  
• Facebook: Kuttin Wealth Management