Our Process

 

 

 

 

 

ESTABLISHING A RELATIONSHIP
 
We will conduct a phone interview to discuss your individual situations and explore how we maybe able to help you with a wealth management plan. If we mutually agree that we can be of assistance, we will then move forward with a discovery meeting.
 
 
DISCOVERY
 
This complimentary meeting allows us to understand your dreams, goals and explore your concerns. If you decide to move forward with a wealth management road map, we will provide you with a list of information needed to analyze your situation and to base our recommendations.
 
 
SOLUTIONS
 
Within two weeks of receiving your financial data, we will present a financial solution based upon our finding during the discovery process. A written proposal will be provided including investment planning recommendations, a customized investment policy statement as well as a timeline noting each person’s responsibility.
 
 
IMPLEMENTATION
 
Within two weeks of the solutions meeting we will proceed with the implementation of the recommendations. This may include coordination of other professionals such as CPS’s, attorneys, insurance agents and Real Estate Agents as well as completion of all required administrative paperwork.
 
 
45 DAY REVIEW
 
Within 45 days of our implementation meeting we will schedule a meeting to address any issues or concerns for an immediate resolution. We will also review statements, confirmations, any access codes, passwords and tutorial of E-Money.
 
 
ONGOING MONITORING OF PROGRESS
 
The creation of your wealth management roadmap is only the beginning. We implement an ongoing monitoring system, tailored to meet your needs. This will include a combination of preset meetings, via phone, computer conferencing or in person.