To address the complexity in our clients’
lives, we have developed a consultative wealth management
process. Our process addresses investment consulting
and the four areas of advanced planning: wealth
enhancement, wealth transfer, wealth protection
and charitable gifting. It allows us to develop
a comprehensive outlook of our clients’ financial
situations. Through this knowledge we are able to
provide very focused advice tailored to the changing
needs and goals of our clients and their families
over time.
At our initial meeting, we conduct a Discovery
Interview. This helps us identify the
challenges you face in achieving all that is important
to you. We examine your current situation, the
goals you would like to achieve, and how we can
maximize the possibility of achieving those goals.
At your Investment Plan Meeting,
we present our diagnostic of your current financial
situation and our recommendations for how we can
bridge the gaps in order for you to reach your
goals. This plan, known as the Investment Plan,
forms the foundation for all of our work together.
By our third meeting, the Mutual Commitment
Meeting, we are ready to make a mutual
decision about whether our firm can add substantial
value and whether or not we should proceed. Should
we both choose to work together, we commit to
each other to work toward achieving everything
that is important to you and your family. We also
execute the documents necessary to put your investment
plan into motion. If we choose not to work together,
we are more than happy to direct you towards a
firm that will better serve you.
When you have multiple investment accounts, it’s
easy to become overwhelmed with the amount of
paperwork you receive. At your 45 Day
Follow-Up Meeting, we help you organize
all that paperwork in a notebook that we provide.
We also answer any questions you may have so that
you understand exactly what is happening with
your money.
Meanwhile, we work together with our Expert Team
and other specialists to formulate your Wealth
Management Plan which we will give to
you at our first Regular Progress Meeting.
This plan is designed to evaluate the entire range
of your financial needs in all four areas of advanced
planning and includes our recommendations for
moving forward.
Our Regular Progress Meetings,
which are scheduled at intervals convenient to
you, give us the opportunity to review any major
changes in your personal or financial situation
since our last meeting. We take the time to review
your progress towards your long-term financial
goals and, if necessary, adjust your investment
plan. These meetings are an opportunity to implement
wealth management solutions relevant your particular
situation.
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