Discovery Meeting
Initial meeting where we educate and learn about your situation, personal goals and objectives.
Investment Plan/Wealth Management Meeting
We prepare a Comprehensive Plan which includes a review of your investments, retirement plan, insurance and estate plan. Your advisor illustrates scenarios showing several different strategies to achieve your goals.
Mutual Commitment Meeting
This meeting determines how an advisor moves forward and ranges from implementing one idea to an entire recommended plan. We normally implement the investment plan and add other services in the future. We will meet with your CPA, Attorney or other financial professionals to make sure we understand your entire situation.
Follow Up Meeting
In follow up meetings, we review and organize your account paperwork, make sure we fully understand your needs and have provided clarity and confidence.
Regular Progress Meeting
An advisor will update you on the progress of your account and review each account and policy you own. We provide a detailed analysis of how your accounts have performed against the appropriate benchmarks. In addition, we will revisit areas previously discussed but not yet implemented and may recommend future savings plans, investment, risk management, tax and estate planning strategies.