BECOMING A CLIENT

Discovery Meeting

In our initial meeting we ask in-depth questions pertaining to your financial objectives, needs, personal values and constraints. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals. In this meeting, we will will help you define your needs, goals and any financial constraints. We will use the information collected to create a comprehensive investment plan for you and your family.

 

 

Proposal Meeting

In this meeting, we will discuss your investment plan and provide the details of the proposed recommendations. Our proposed investment plan will demonstrate how we propose to invest your assets according to your specified risks and financial situation. We will discuss your investment, tax, and planning needs and make recommendations that are customized for you. The proposal meeting will cover all costs and fees, and will include important questions to help us get a better understanding of your goals and financial needs. 

 

Commitment Meeting

At this meeting, if you agree with our proposed investment strategy and we mutually agree there is value in moving forward and working together, we proceed to formalize the relationship of you becoming a client of our firm. Should we choose to work together, we commit to work toward achieving what is important to you and your family. During this meeting, we will answer any questions or concerns you may have about your investment plan and also execute the documents necessary to put your investment plan in motion.

 

Follow-up and Review

These meetings will be scheduled at regular intervals and are the foundation for our ongoing wealth management services. These meetings provide us both with regular opportunities to discuss and review any major changes in your personal or financial situation where we will determine if any changes that have occurred would necessitate an adjustment to your investment plan. We also review your overall progress toward your long-term financial goals.

 

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