Wealth Management Approach
Our wealth management consulting process begins with five steps:
Discovery Meeting — Should we work together? If it appears that we are unable to make a strong positive impact for you we will be happy to refer you to someone that may better fit your needs. Likewise, if we don’t strike you as seasoned, knowledgeable professionals, just let us know.This meeting will reveal your beliefs in seven key areas conducted in a focused and efficient manner.
Investment Plan Meeting — Presentation of a detailed, actionable investment plan that targets the goals discovered in our first meeting. No decision will be made at this meeting.
Mutual Commitment Meeting — This meeting sets forth our agreement to work together to achieve your goals and values. Implementation of the investments.
45-Day Follow Up Meeting — Review paperwork received, explain statement, receive account organizer. Begin discussion of advanced planning and use of professional network.
Regular Progress Meetings — You are now on the cycle for regular quarterly reviews. Review progress toward meeting goals. Update changes in your life. Presentation and execution of comprehensive wealth management plan.