Wealth Management Consultative Process
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.
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.
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.
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.
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.