Our Process
We believe that deep upfront discovery and due diligence pay off, for both of us.
We begin every new relationship with a process that allows both parties to jointly discover the needs, motivations, character and integrity of each other. The trust you will place in us is not developed in one meeting, but over time. And that is why our engagement process is more detailed than most. There is no commitment made, by either party, in the first or second meeting. This deep discovery process begins the anchoring of trust of our lifelong relationships. We take the charge given to us by our clients very seriously, and we expect you will take the same diligence with your decision to partner with a financial advisory team.
You will quickly find that both our processes and our philosophy for managing your wealth create a fundamental difference between our firm and others. The value we deliver, and you should expect, is comprehensive advice tailored to you. As we get to know you, your goals will become ours, too. Because the one thing we are willing to invest in is you.
Our Wealth Engagement Process
Discovery
To discover whether we are in a position to impact your life in a meaningful way, we begin by asking questions. Questions that spark thoughtful conversations about your wants, needs, concerns and hopes about your life, business and finances. Our job is to ask you questions you haven’t thought to ask yourself. We go beyond your financial requirements to learn about who you are – your values, relationships and life goals. Your answers to these questions will help us paint a clear picture of all your connected goals, and where you are along the journey to reach them.
Assessment
Throughout our discovery meeting we will work with you to uncover the current level of planning you have done and where we believe we can have the most impact on your life. The Wealth Management Dashboard looks at your entire life through the five major wealth management areas. This system will become the foundation for our second meeting, as well as the system by which we proactively monitor and provide counsel to you
Mutual Commitment
In the event we jointly decide to move forward, we will use this time to formally establish our relationship, go through all the paperwork and collect any specifics we do not already have to start your personal financial and investment plan.
Financial Planning
This is a collaborative meeting to help you seamlessly integrate all of your priorities. Balancing all the moving parts – professional aspirations, family commitments and individual passions with the opportunities your wealth can provide. For many clients who are at a financial crossroads in their life, we compare various scenarios and understand the tradeoffs each path entails, to help them reach a thoughtful decision. Our goal during this time is help you achieve comfort with your wealth, balancing spending, growth, and risk. The results will be your personalized plan ready for implementation.
30 Day
Follow-up
We will confirm that you are comfortable with your statements, online access, and let you know how your investment plan implementation is proceeding. By the conclusion of this meeting, your financial documents will be coordinated and organized.
Ongoing Reviews
Life changes, and the most perfectly designed plans can change in an instant. That’s why, once your plan is in motion, we work diligently to keep you moving in the right direction, no matter what surprises come your way. In addition to continually monitoring your Wealth Management Plan we remain available to meet with you regularly to inform you where you stand. Along the way, we will make adjustments and recalibrate where needed so even during times of uncertainty, you have an active plan designed to help you navigate life's milestones. Learn how our Wealth Management Philosophy is the keystone to our proactive approach. Focused on helping you make the most of your wealth.