Client Experience at Tailored
OUR MEETINGS
Financial Planning can at times be a dry topic, and I like to keep things interesting, educational, positive and forward-looking. Our meetings will be conversations, not monologues, and I’ll support my recommendations with custom presentations prepared in advance for your meeting.
For topics that are new to you, I’ll explain them in our meeting and provide you links to blog posts or pre-recorded webinars to give you more background and confidence on the topics.
I’ll introduce you to our tech tools live in our meetings, so you don’t have to figure it out on your own.
You’ll know what topics we’ve covered and where we are going with custom client service calendars that are sent out with every meeting follow-up email.
TAILORED COMMUNICATION
I send out a monthly newsletter with a fresh blog post and articles to address timely and relevant financial planning topics.
I’m active on Instagram, where I blend humor and financial literacy within my posts & stories. I love it when I hear from clients it my DMs and I will probably comment on all your dog photos.
I offer occasional free webinars to dive deep into topics I know my clients care about, like their Money Mindset or Spending & Saving habits.
THE TAILORED COMMUNITY
When you join as a client at Tailored, you’ll also join a community of Stacy’s friends, family and clients that come together once a year at Tailored Annual Client Party in Eugene. With food, drinks, music and probably a photo booth, it is a fun event for all ages.
I often spend time in Portland as well to visit with clients, usually sharing a meal together.
Finally, I will probably invite you to local events where Tailored is a sponsor. In the past, I have sponsored art shows, non-profit gala fundraisers, classical music concerts and Continuing Education event for Women Lawyers in Oregon.
