It Begins With Getting To Know You
As a relationship-focused wealth management firm, we believe that authentic connections begin with a foundation of trust and honesty. Our clients are like family to us and we are selective about the individuals we work with. The process of becoming a client involves a few unique steps designed to meet your goals and ultimately monitor your progress.
What To Expect From Our Client Engagement Process
Step 1: Discovery
In our first meeting, we will start by discussing your current plan and goals. Together, we will review our planning process in order to identify your ideal strategy.
Step 2: Introduce a Strategy
Our goal is to then align our planning process with your priorities. It’s important to us that we determine that we are a good fit based on your financial objectives and the services we provide. At this time, we’ll schedule your implementation meeting to continue the conversation.
Step 3: Implement a Strategy
Next, we will review your recommendations and address any questions you may have. Furthermore, we’ll set up appropriate accounts, necessary funding and any additional planning concerns and approaches.
Step 4: Present Completed Strategy
We will present your final plan recommendations and discuss the next steps as we provide online login information and a copy of your organized files. Our team encourages the use of tools such as MoneyGuide, Riskalyze and more to easily align your goals.
Step 5: Progress Reviews
Once your plan is in place, we will review your accounts on a regular basis. Based on your individual needs, goals and strategy, we’ll determine the frequency of reviews and ongoing meetings.