Comprehensive Wealth Management
Comprehensive Wealth Management Services Process
O
ur fiduciary team will assist you in the development of a comprehensive financial plan in order to provide solutions to achieve financial objectives such as college funding, retirement planning, risk assessment, tax planning, portfolio evaluation and accumulation of wealth. We can then provide assistance with the implementation of portfolio diversification/management, estate planning, mutual funds and more. Contact us by the link below to begin preparing for your financial future.
Introductory Phone Call
-Getting to know each other
-Explaining our philosophies and services
-If we are a good fit, send out Fact Finder paperwork and set a meeting
FACT FINDER MEETING
-Looking over your full financial profile
-Listening to you about your goals, risk tolerance and timelines
-Assessing your strengths, threats as well as opportunities
DEVELOP ANALYSIS
-Evaluate current situation relative to goals
-Identify strength, shortfalls and opportunities
-Develop a written Comprehensive Financial Plan with risk
PLAN PRESENTATION
-Discuss strategies and ways to achieve goals
-Examine recommendations (retirement, investments, risk management, estate, taxes, etc.)
-Address questions or concerns
-Decide on implementation timeline
-Implementation
-Open new accounts
-Initiate transfer of existing accounts/assets
-Invest accounts
-Monitor & update progress
-Setup online account access via our “Client Login”
MONITORING
-Schedule review meetings/revisit goals set
-Discuss any changes to financial situation
-Rebalance and adjust the plan as needed
