The Discovery Meeting
At our initial meeting, we'll conduct a discovery interview. This comprehensive activity helps us fully understand your values, priorities, and goals. The interview will help us determine where you are, where you want to go, and how we can maximize the probability of getting you there.
The Investment Plan Meeting
At this meeting, we'll present a complete diagnostic of your current situation and recommendations for how we can bridge the gaps in order to help achieve your goals. The investment plan forms the foundation for the entire wealth management process. While you may be eager to implement your plan immediately, we wait until you've had time to thoroughly review it. We're looking for a lifelong relationship, so we want to be sure that you're completely comfortable with every step of our process.
The Mutual Commitment Meeting
At this point, we'll be ready to make a mutual decision about whether working together can add true and meaningful value to the bottom line for you and your family and if we should proceed. If we both choose to work together, then we'll commit to each other to work toward achieving your goals. It is at this meeting that we'll execute the documents necessary to put your investment management plan into motion.
Wealth Management Team Meeting
Once we've committed to maximizing the probability of you achieving your financial goals, we will meet separately with our team of wealth management experts to prioritize the next steps. This core team consists of a CPA, an attorney, and an insurance specialist—other experts are called in on an as-needed basis. The end result of this meeting is a comprehensive wealth management plan that helps us address your financial challenges in order of urgency and potential for positive impact on the realization of all your financial goals.
The 45-Day Follow-Up Meeting
We'll provide you with a notebook to help you organize all of the account paperwork that you have received. We'll also answer any questions you may have, so that you understand exactly how your money is handled.
Regular Progress Meetings
These meetings, which we'll schedule at intervals convenient to you, give us an opportunity to implement the wealth management plan that we developed with our team of experts at the Wealth Management Team Review Meeting. They also allow us to review your overall progress toward your long-term financial goals.