Step #1 – Break the Ice
Schedule a 15-minute consultation, which gives us the chance to introduce ourselves and understand your needs, expectations and goals.
Step #2 – Let’s Paint the Picture
We’ll follow up with a 30-minute meeting, focused on gathering data and getting organized.
Step #3 – How We Can Help
Our advisors walk-through an assessment with specifics of how we can help you.
Have Questions? We Have Answers…
Are you a Fiduciary? What is a Fiduciary?
Yes, we are proud Fiduciaries, meaning we are legally obligated to act in a client’s best interest when making financial recommendations or decisions.
When you’re in search of a broad range of financial advice, you should seek out a comprehensive financial advisor or financial planner. These professionals consider all areas of your financial landscape when making suggestions, and because they offer a broad scope of advice, they’re required to avoid all conflicts of interest and are held to the Fiduciary standard. A Fiduciary’s responsibilities and duties are both ethical and legal.
Will we meet virtually or in person?
Typically we meet virtually, as we have clients who live all over the country, but we can meet in person if that is your preference. For in-person meetings, we ask that you set up a time to come to our office in Montclair.
7 North Mountain Ave
Montclair, New Jersey 07042
What happens in the first meeting?
This 15-minute consultation gives us the chance to introduce ourselves and understand your needs, expectations and goals. It’s important to note that the first meeting is not a sales call. The purpose is to determine if there is a potential fit between our expertise and your needs.
Are you able to create a comprehensive financial plan?
Yes, we believe in comprehensive financial planning. Our holistic approach to financial advising is about more than just money. A comprehensive financial plan is not only built around your goals, but also around your core values.
Our Approach details the aspects of your financial life that we consider, since we believe they are all interrelated.
How long has Bautis Financial been in existence?
We’ve proudly served our clients for 14 years, since Marc Bautis founded Bautis Financial in 2008. Marc has been working in the financial field for over 20 years. John Williams, Wealth Advisor, has been in the financial services industry for over five years.
Learn more about Our Team.