Our Personalized Approach
- Meetings Overview
- Wealth Management Formula
- Investment Consulting
- Advanced Planning
- Relationship Management
We want to make sure that we can talk about your current situation and where you are on your path to meeting your needs and goals. It all starts with a 15 to 30-minute introductory call. The flow of our meetings will look like this:
1. Discovery Meeting- To go through our 64 question Client Discovery Questionnaire.
2. Investment Plan Meeting- We present your investment plan.
3. Mutual Commitment Meeting- We confirm our commitment to work together.
4. 45-Day Follow-Up Meeting- Organize your account paperwork.
5. Regular Progress Meeting- About three months after our Mutual Commitment Meeting we will review your progress and implement your Advanced Plan.
We think that one of the most overlooked parts of financial and investment planning is a concrete and repeatable strategy. By creating the wealth management formula, we cover multiple areas to help provide a level of financial security.
WM (Wealth Management)=IC(Investment Consulting)+AP(Advanced Planning)+RM(Relationship Management)
Socially Responsible Investing (SRI) has only received a small amount of attention; however, the concept has been around for decades. Only recently have investors realized you could have the best of both worlds. We have used socially responsible portfolios for almost a decade and feel they should get much more attention than they currently do. That is why we use a balanced approach to implementing SRI into our models.
Within our wealth management formula lies advanced planning. The formula for advanced planning is as follows:
This formula is the balanced approach we use to help you implement smart strategies for just about any situation. We provide you with a visual representation of your advanced plan using Mind Mapping software. It is part of our annual review to ensure you are on track.
The last and one of the essential steps in our process is Relationship Management. The Relationship Management formula is as follows:
We have carefully and thoughtfully selected a small group of knowledgeable professionals, including estate planners and accountants.
Step 1
Meetings Overview
We want to make sure that we can talk about your current situation and where you are on your path to meeting your needs and goals. It all starts with a 15 to 30-minute introductory call. The flow of our meetings will look like this:
1. Discovery Meeting- To go through our 64 question Client Discovery Questionnaire.
2. Investment Plan Meeting- We present your investment plan.
3. Mutual Commitment Meeting- We confirm our commitment to work together.
4. 45-Day Follow-Up Meeting- Organize your account paperwork.
5. Regular Progress Meeting- About three months after our Mutual Commitment Meeting we will review your progress and implement your Advanced Plan.
Step 2
We think that one of the most overlooked parts of financial and investment planning is a concrete and repeatable strategy. By creating the wealth management formula, we cover multiple areas to help provide a level of financial security.
WM (Wealth Management)=IC(Investment Consulting)+AP(Advanced Planning)+RM(Relationship Management)
Step 3
Investment Consulting
Socially Responsible Investing (SRI) has only received a small amount of attention; however, the concept has been around for decades. Only recently have investors realized you could have the best of both worlds. We have used socially responsible portfolios for almost a decade and feel they should get much more attention than they currently do. That is why we use a balanced approach to implementing SRI into our models.
Step 4
Advanced Planning
Within our wealth management formula lies advanced planning. The formula for advanced planning is as follows:
This formula is the balanced approach we use to help you implement smart strategies for just about any situation. We provide you with a visual representation of your advanced plan using Mind Mapping software. It is part of our annual review to ensure you are on track.
Step 5
Relationship Management
The last and one of the essential steps in our process is Relationship Management. The Relationship Management formula is as follows:
We have carefully and thoughtfully selected a small group of knowledgeable professionals, including estate planners and accountants.
A plan starts with what you know today and works forward so that you can set realistic goals.
A plan starts with what you know today and works forward so that you can set realistic goals.