Your financial advisor relationship
We understand that reaching financial goals is a journey. We're in it with you for the long haul, coaching you every step of the way.
We invest in you and your goals
From your dream to “goal achieved,” here’s how we’ll help you get there.
Understand where you are and where you want to be
We believe working with a financial advisor should be more than just having someone helping you pick stocks and bonds. To us, it means being as invested in your goals as you are. Each time we meet – whether it's our first meeting or our 50th – we want to know, "What's important to you?" We’ll also check in on your progress toward your goals to see how you’re doing. Because it's important to know where you are today if you're going to get to where you want to be tomorrow.
Build your personalized strategy
Once we understand your goals, we'll work with you to build a personalized strategy based on information you shared with us, including your comfort with risk and the amount of time you have to reach each goal. It's a process that includes running scenarios to determine how likely you are to achieve your goals, potential risks you may face – and solutions to help you overcome them.
Review your strategy and track your progress
Goals change over time and new life priorities come up. So, we'll periodically check in with you to review your strategy. Meeting regularly helps you understand how close you are to achieving your goals and allows us to adjust, if needed, to life or market changes.
During our review meetings, we'll also discuss your comfort with risk as well as how your risk tolerance affects your ability to achieve your goals. We'll review your complete financial picture, including accounts outside of Edward Jones.
Supporting your relationship with your financial advisor are tools and technology you can use to track how you're doing.
- Online Access allows you to view, explore and track your accounts and goals anytime from your mobile device, tablet or computer. If you're already a client, it's easy to sign up and download our free app.
- If you’re not signed up for Online Access, your account statement plays an important role in measuring milestones on your path to achieving your goals. Our quick guide can help you understand how to read it and your customization options. View this guide .
Prepare and respond to life’s curveballs
When life throws you a curveball or the market drops, it's easy to let your emotions take over. This is where having a financial advisor who knows you and understands your goals can help. We'll help you weigh the tradeoffs of your decisions and how they could affect your long-term strategy.