Our initial Process takes place over three meetings with ongoing meetings once we have established a business relationship. First, we have a Discovery Meeting. This values-based discussion takes place so that we can learn more about you. We look at where you are now, what your goals are, and search for gaps where we can make a significant impact.
Next, is the Investment Plan Meeting. We'll use what we learned during Discovery to build your personal profile and recommend a roadmap designed to move you toward your unique goals. At this meeting, we will tell you one of three things:
"We have uncovered gaps in your plan where we can make a significant impact. This is how we can help you." "You need assistance to address key issues. You will be better suited by working with another professional. Here is who we believe can help you."
"You currently don't need a thing. You are fine where you are." The third meeting is a Mutual Commitment Meeting. If it occurs, we each sign the client agreement, and we define next steps and responsibilities.
We will then implement the plan, coordinating that process with you, and your accountants or attorneys, if necessary. We also meet with our own team to create an advanced plan to address wealth enhancement, wealth transfer, wealth preservation and charitable giving.
We have a 45-day follow up meeting where we will help you organize your paperwork and address any questions you may have, where we provide you with your Advanced Plan.
We monitor our plans and progress and report to you, making adjustments as needed. We are always available when you want information, changes or simply an update.