To start, we’ll begin with an initial 30 minute telephone consultation that will give us both a chance to make sure your situation and needs matches our expertise and services. If we both agree it’s a good fit we’ll move forward, if not we’ll happily refer you to a few professionals we believe match your needs.
Next, we’ll sit down and complete a Fact Find and if needed an Investment Risk Questionnaire to confirm your current situation.
Utilizing all of the information you have provided us, we’ll begin the financial planning process. Assess and identify any gap in achieving your desired objectives - create an action plan.
Once your plan is completed, we’ll set up a meeting to discuss and explain our recommendations in line with your Objectives.
After all sides are aligned, you’ll begin implementing the recommendations. At this point, if you decide to begin a wealth management relationship with us and have us manage your investments, we’ll work side-by-side with you to implement all of the recommendations we’ve made.
Since financial planning is a dynamic process, we meet with our wealth management clients every six months to review and update their financial plan and investments.