Our Wealth Management Process
At the DISCOVERY MEETING, we will determine your current financial situation, financial goals and any obstacles that may stand in the way of reaching those goals. In addition, we will ask detailed questions about key non-financial issues, such as values, interests, and important relationships. Using the answers, we then create an in-depth profile of the most important aspects of your life.
At the WEALTH MANAGEMENT PLAN MEETING, using the information we gathered at the Discovery Meeting, we present a preliminary diagnosis of your current financial situation and a plan for working toward your wealth preservation-related goals.
At the MUTUAL COMMITMENT MEETING, assuming that we can truly add value to your situation, we formally decide to work together and in what area to start.
At the 45-DAY FOLLOW-UP MEETING, which usually takes place about 6 weeks after the Mutual Commitment Meeting, we help you to organize the paperwork you have received and answer any questions you may have.
At the REGULAR PROGRESS MEETINGS, which are typically held quarterly, we report to you on the progress toward achieving your goals and check in about any important changes in your life that might call for an adjustment to the plan.
In addition, at our first Regular Progress Meeting we present the ADVANCED PLAN—a comprehensive blueprint for addressing your advanced planning needs that has been developed in coordination with our network of professionals. At subsequent progress meetings, we collaborate and decide how to proceed on specific elements of the wealth management plan. In this way, over time, every aspect of your complete financial picture is addressed. If you decide to work with us, keep in mind that you are an active participant throughout the process. At every step, re-examine your commitment to the process and make sure that you have the information you need to make informed decisions.