Working with Susan

As every journey begins with a single step, determining if Susan Youngsman’s services are right for you begins with a phone call.

Ask her any question you like. Many of Susan’s clients fondly describe her as a gifted teacher, an attribute of her remarkable education and experience, combined with a sincere interest in people. Susan can take even complex financial procedures and not only make them comprehensible, but also clearly show how they might be a benefit or detriment to an individual’s investment profile. Susan is scrupulously honest and holds the highest respect for confidentiality.

If you like what you hear in your first conversations with Susan, the next step will be a face-to-face meeting. Here, it will be Susan asking many of the questions, and they won’t be about just your finances. She’ll ask about your short- and long-term goals, your attitudes regarding risk and reward, causes you may support. Essentially, she’ll want to learn what’s most important to you. With this information, Susan will develop a plan unique to your particular needs. This may involve relatively simple modifications to your existing portfolio. More often, people choose a plan that involves ongoing monitoring and maintenance, along with regularly scheduled reviews. In this way, Susan can best utilize her skills to help you realize your life goals. Finally, it’s important to note that Susan adheres strictly to the Certified Investment Management Analyst (CIMA) Code of Professional Responsibility. That means there are no hidden fees. Everything is disclosed. Susan wants to provide you with all the information necessary to make an objective decision.