The Wealth Management Process

How It Works

The Wealth Management Process is an opportunity for you to experience working with our team, gain insight into where you currently stand financially—and decide if you’d like to work with us on a long-term basis.

The Wealth Management Process

Discovery Meeting

This is an opportunity for us to get acquainted. We’ll learn more about your needs and aspirations, and we’ll share about our process and services. After this, we’ll decide if we want to move forward with our preliminary process together.

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Investment Plan Meeting

In this meeting, we’ll gain a better understanding of your frame of reference, identify your values, and clarify your priorities. With this information, we’ll work together to develop a plan for your investment strategy.

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Mutual Commitment Meeting

At this point, we'll mutually commit to working together and establish expectations.

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45 Day Follow Up Meeting

After 45 days, we’ll meet to check in. We’ll discuss how your strategy is doing, if you have any questions, and determine if there’s anything else we need to address.

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Regular Progress Meeting

On an ongoing basis, we will be monitoring your progress. We’ll regularly meet to review your plan, see that you’re on track, and make any necessary adjustments as your life evolves.

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The Wealth Management Formula = 

Investment Consulting + Advanced Planning + Relationship Management 

Let's talk about Advanced Planning. This is the area where we can help you the most. Advanced Planning addresses the Five Key Concerns of affluent families:

• Wealth Preservation - Are we making smart decisions with our money?
• Wealth Enhancement - How can we mitigate these taxes we are paying?
• Wealth Transfer - How do we maximize the transfer of our wealth to the people we love?
• Wealth Protection - How do we protect our assets against unjust litigation? 
• Charitable Giving - How do we magnify our gifts to the charities and causes we care about?