About Us
What Makes Us Different?
Guided By Our Core Values
Our core values are the foundation of everything we do. Integrity, trust, knowledge, communication, compassion, and excellence guide our interactions and decision-making processes. These values reflect our commitment to providing high-quality service and fostering long-lasting relationships with our clients.
Michelle Rand, CFP®, CIMA®, AWMA®
Owner, Rand Wealth Management and Financial Advisor, RJFS
I am a graduate of Baylor University (Sic ‘em, Bears!), and I am proud to call Northwest Houston my home. I’ve lived in this area since I was a child, raised my four children in Tomball, and continue to love being a part of this great...
Jena Takemura
Client Services Specialist
I am a graduate of Baylor University and have lived in the Northwest Houston area for most of my adultlife. Before joining Rand Wealth Management, I completed a long-time career as a Bank Examiner forFDIC. In my free time, I enjoy...
Step 1:
Initial Call
We begin with an initial meeting to understand a prospect's concerns, needs, and goals. This conversation helps us gain insight into their investment history, financial situation, risk tolerance, and past experiences with other advisors. We also share details about our services to determine if the relationship is a good fit. While some clients may choose to start onboarding immediately, we encourage prospects to take their time in making this decision.
Step 2:
Follow-Up Meeting
In a subsequent meeting, typically held in person or over Zoom, we delve deeper into specific account types and potential investment strategies. If the prospect decides to become a client, we complete a client profile questionnaire, determine an appropriate risk profile and investment strategy, and discuss the next steps.
Step 3:
Onboarding Process
This step involves e-signature documents, setting up online access, and clarifying the funding process and investment timelines.
Step 4:
Ongoing Review
We check in with clients at three and six months, and continue with reviews every six to twelve months thereafter, based on client preference. At the six-month mark, we discuss the frequency of future performance reviews.
Step 5:
Transparent Communication
We encourage clients to reach out via email or phone throughout the year. Timely responses to their needs and requests are a priority.
Step 6:
Portfolio Performance Review
These reviews are scheduled semi-annually or annually, according to client preference, and can be conducted via phone, Zoom, or in person.