Getting Started

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Getting Started

Wealth Management Consultative Process

Initial Discovery Meeting

We will ask you a series of questions to really understand what is most important to you, what you would like to accomplish and what keeps you awake at night. We will determine where you are now, where you want to be and any gaps or obstacles that stand in the way. It’s our chance to get a very clear picture of you so that we can guide you in how best to achieve your most important goals.

Investment Plan Meeting

At our next meeting, with the information you provided initially, we present a plan designed to help you make informed decisions toward achieving everything that is important to you. After a thorough discussion of the plan, you will take at least a week to review before deciding to move forward.

Mutual Commitment Meeting

A mutual decision is made at the third meeting to determine whether we should work together to help you accomplish your goals. Should we choose to work together, we commit to each other to work toward achieving everything that is important to you and your family.

45 Day Follow-Up Meeting

The 45 Day Follow-Up meeting is designed to help organize all the paperwork you have received and set up a system to keep it organized moving forward. We do not want you to feel overwhelmed but to have a clearer picture of your finances to help you continue to make informed decisions.

Progress Meeting

Ongoing Progress meetings will be conducted to review any major changes to your personal, professional or financial life since our last meeting as well as the investment performance relative to realizing your financial goals. We will also help you implement your Advanced Plan through collaboration with your aligned professional advisors.

We offer solutions for your personal, family & business financial life

Our job as we see it is to leave no stone unturned to find the best financial solutions for each of our clients and their families.

Do you feel comfortable with your current financial and retirement plan?

Working with our firm is easy & comfortable. We do the heavy lifting while you can sit back, relax and review.

Keeping the Goal in Mind

We spend all of our client time understanding the facts before implementing a solid plan. Keeping in mind the only real goal is to preserve, protect and grow our client’s wealth.

 

Our Process

Wealth Management Consultative Process

Initial Discovery Meeting

We Complete a Discovery Process

Investment Plan Meeting

Presentation of Investment Plan Meeting

Mutual Commitment Meeting

Confirmation of Commitment

45 Day Follow-Up Meeting

Organization of Account Paperwork

Progress Meeting

Review of Progress

Investment Plan & IPS

Diagnostic of your current situation. Our recommendations for moving forward along with details on our investing approach

Professional Network Team

Our team of professionals will apply their skills to evaluate many aspects of your financial situation and devise appropriate solutions.

THE PROFESSIONAL NETWORK

Team of carefully selected professionals, each with a high level of skill in key financial areas

Investment Plan & IPS

Diagnostic of your current situation. Our recommendations for moving forward along with details on our investing approach