Our Wealth Management Process

Here's a quick look at our six-step wealth management process:
 
Step 1: Concept Interview
  • Discuss our services
  • Discuss your situation
  • Complete engagement proposal
  • Establish fee
  • Secure basic documents

Step 2: Comprehensive Date Gathering

  • Formalize working relationship
  • Gather appropriate financial data, objectives and risk tolerances
  • Discuss and establish goals
  • Discuss attitudes, views, and concerns

Step 3: Plan Design 

  • Review fact finder and assess status relative to goals, objectives and attitudes 
  • Analyze and evaluate current financial status 
  • Confirm and clarify data
  • Prepare preliminary plan
  • "Try-on" ideas, including key advisors, as needed, and refine recommendations  

Step 4: Formal Plan Presentation 

  • Present final plan document with specific recommendations
  • Answer questions
  • Establish action plan and implementation schedule

Step 5: Implementation 

  • Coordinate with other advisors
  • Review and recommend specific financial instruments necessary to implement plan 
  • If desired, assist in implementing your financial plan
  • Secure prestige recommendations 

Step 6: Review & Service

  • Analyze ongoing issues
  • Make adjustments as your situation changes 
  • Keep planning updated and current