Client Experience - The Vodicka Group Process
How is the Vodicka Group process different?
We take a deep dive into all of your assets, figure out what’s working and what’s not and build a customized financial plan that achieves your financial goals faster and smarter.
Our 9 Step “Extreme Portfolio Makeover” will Transform your Investments - and Your Life.
Step 1: We will review all of your current assets and allocations.
If you're like most of our clients, it's likely you have multiple investment accounts. For example, a 401K, an IRA and a joint or individual brokerage account. We take a comprehensive view of all your investments when creating your new financial plan.
Step 2: Identify Areas for Improvement
We use a combination of technology and good old fashioned listening to figure out what’s going on with your current portfolio and learn about your personal financial goals. We will upload your portfolio and investments into our portfolio analyzer and identify areas for improvement.
Step 3: Create a customized portfolio and financial plan for you.
Using our proven strategies and models, we build you a customized portfolio that will help you achieve your financial goals smarter and faster. Your portfolio is designed to be globally diversified using low-cost index funds and a customized basket of individual stocks. We will walk you through our customized checklist to show you exactly how we are improving your portfolio.
Step 4: Select a platform that is perfect for you.
We have partnered with one of the most respected online brokers in the industry - Interactive Brokers - providing a highly secured, cost effective platform for your account. With our easy online enrollment we open new accounts for our clients in less than five minutes.
Step 5: Transfer your existing assets into your new Vodicka Group accounts.
After your new account has been opened, we masterfully manage the transfer of your capital into your Vodicka Group accounts. This is a process that requires skill and expertise in order to avoid unwanted taxable events, fees and latency.
Step 6: We monitor your portfolio every step of the way and periodically re balance.
While you enjoy the security of your new financial plan, your portfolio is being closely monitored. Your personal investment advisor with the assistance of the best software in the industry tracks your portfolio daily. If your portfolio deviates too far from target allocations too quickly we will periodically re balance your holdings. We believe in long-term investing and this tracking process ensures your investments remain on track.
Step 7: Check your account any time from anywhere.
You will enjoy the most transparent investment ever. You can access your account any time from any kind of device - including desktop, tablet and our mobile app. Our team of dedicated advisors will notify you of any major changes in your portfolio with periodic check ins. We publish weekly newsletters that keep our clients in the loop on their investments, current market events and new opportunities.
Step 8: Your annual big picture check up keeps you on track.
Once a year we schedule a live meeting for a big picture review of your investments and financial plan. We want to know if anything has changed, for example your job, your income or your long-term goals. We then make adjustments based on the updated outlook that keeps you on track.
Step 9: Now you can kick back, relax and watch your investments grow.
Our investment strategies have a proven history of helping our clients achieve their financial goals faster and smarter. We work hard on behalf of your account so you can focus on your own job and personal life. That means you can sit back, relax and be confident that you have a true partner working in your corner.