Discovery Meeting – Getting to Know You
During our initial meeting, we conduct an exploratory discussion to learn more about you and your individual goals. Additionally, it’s a chance for you to discover more about the firm and determine how we might assist you in the achievement of your goals.
Diagnostic Meeting – Custom Built for You
We diagnose your current situation and present our recommendations to determine what financial strategies best allow you to reach your goals. This becomes your Wealth Management Plan, and it forms the foundation for our work together.
Commitment Meeting – Moving Forward
At this time, if a mutual decision is made to move forward, we will execute the documents necessary to put your investment plan in motion.
Consolidation Meeting – Getting Organized
Implementing a new Wealth Management Plan can be cumbersome. Therefore, we will track and reconcile the entire transfer process. Once completed, we will schedule a meeting to review the transferred accounts and implement any distribution requirements.
Review Meetings – Staying On Track
These meetings, which we schedule at intervals convenient to you, provide the opportunity to review overall progress toward your long-term financial goals. We review your investment performance, evaluate any life changes and make adjustments to your Wealth Management Plan.
