Wealth Management Consulting Process
Our Wealth Management Consulting Process is based on a series of five meetings:
1. The Discovery Meeting. At our initial meeting, we’ll conduct a personal discovery interview. This meeting has two primary objectives: to learn about you, your values, and your goals, and to assess your current financial state of affairs. At this meeting, we will identify the obstacles you face in achieving all that is important to you. We’ll look at where you are, where you want to go, and how we can maximize the possibility of getting there.
2. The Investment Plan Meeting. At this meeting, we’ll present our analysis of your current situation and recommendations for how we can bridge the gaps between where you are now and where you need to be in order to reach your goals. This plan will form the foundation for all of our work together. While you may be tempted to implement your plan immediately, we’ll wait until you’ve had time to thoroughly review it. We’re looking for a lifelong relationship, so we want to make sure you’re completely comfortable with every step of the process.
3. The Mutual Commitment Meeting. At this point, we’ll be ready to make a mutual decision about whether or not our firm can add substantial value and if we should proceed. If we both choose to work together, then we’ll commit to work toward achieving everything that is important to you. We’ll also execute the documents necessary to put your investment plan into motion, and you will officially become a client.
4. The 45-Day Follow-Up Meeting. When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we’ll help you organize all that paperwork in a notebook that we provide. We’ll also answer any questions you may have so that you understand exactly what is happening with your money and how it relates to your Investment Plan.
5. Regular Progress Meetings. These review meetings, which we’ll schedule at intervals convenient to you, give us an opportunity to review any new developments in your personal or financial situation. If these changes mean that we need to make adjustments to your investment plan, we’ll do so. During these meetings, we’ll also systematically review your overall progress toward your long-term goals. At each progress meeting, we’ll concentrate on one area of your finances. Over two years, this process will ensure that every aspect of your financial life is working effectively and efficiently. We repeat this schedule as long as we are working together.