What can I expect during the free introductory meeting?
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory phone call, we’ll discuss:
- Which financial questions do you have?
- What worries you about your financial future?
- What are your concerns or goals when it comes to investing?
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives. Essentially: what is your current financial situation and where would you like to be in the future?
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together.
Can you meet virtually and work with people in other states and countries?Absolutely, we work with clients wherever they may be!
What does being a fiduciary mean?This means that we are ethically bound to act in your best interest at all times; we put your interests first.
Do I need to have a certain amount of assets to work with Resilient Asset Management?
We don’t base our fees on asset levels, but on the complexity, depth, breadth, and time required to service individual client needs.
We also work with clients whose assets we don’t directly manage. We invite you to reach out to us so we can discuss your specific situation to see if we are a good fit.
Why should I work with you?
Familiarity. As a military retiree, founder Christopher Flis is highly familiar with numerous aspects of military service and the intricacies of the retirement process. We’ll assist you in navigating the military service landscape with confidence.
Trust. Resilient Asset Management is an independent Registered Investment Advisor and upholds a fiduciary responsibility to always act in the best interest of our clients.
Personal Attention & Accessibility. As a boutique firm, we get to know our Clients personally and readily assist Clients when important life decisions arise. From tax forecasting and deciding on your insurance coverage needs to figuring out how much house you can afford or strategizing how to pay for college, we provide personalized attention every step of the way.
Continuity. We provide a robust, white glove service. When the unexpected happens, you have a trusted partner to whom you can turn.
Got more questions for us? Schedule an Intro Meeting
Is financial planning just about investments?Investment portfolios can–and most often do–play a role in financial planning, but our approach involves all-aspect financial planning. This includes cash flow management, tax forecasting, risk assessment, education savings plans and so much more. Life isn't simple--your plan should match, be customized to your needs and evolve with you.
What is a CERTIFIED FINANCIAL PLANNER™?
For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.