Our Consultative Process

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Overview

We provide individualized wealth management guidance based on your unique financial needs and resources. Our process begins with an in-person meeting to discuss and discover your goals and objectives. Next, we take a holistic view and analyze your total investment and wealth situation. With this information, we enter the advanced planning phase where we develop a custom, comprehensive solution to meet those goals given your investment constraints.
Discovery Meeting
During our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve, and how we can maximize the likelihood of achieving those goals.

Investment Plan Meeting
At this meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.

Mutual Commitment Meeting
At this meeting, we make a mutual decision about whether our firm can add substantial value and whether we should proceed. Should we choose to work together, we make a commitment to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan into motion.

45 -Day Followup Meeting
When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize your paperwork. We also answer any questions you may have so that you understand exactly what is happening with your money.

Regular Progress Meeting
These meetings are scheduled at intervals convenient to you. They provide us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes require us to make adjustments to your investment plan, we do so. We also review the overall progress toward your long-term financial goals.

This meeting is also our opportunity to implement advanced planning recommendations that may be appropriate for your situation. We will present your advanced plan at our first Regular Progress meeting so that we can prioritize those areas of greatest importance to you and begin to address them systematically.