CONSIDER EVERYTHING
Financial Planning | Wealth Management
1. We meet and interview together.
Service professionals, whether they are doctors, attorneys, accountants, or financial advisors, are all a bit like icebergs, with 10 percent of their attributes above water and visible for you to see and the remaining 90 percent of their attributes below the surface and invisible to you. Use our interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other financial planning and wealth management candidates.
2. We match and you engage us.
We begin each financial planning and wealth management engagement by meeting with you to create alignment and develop a clarity of purpose for our services. We will define the scope of our work and our fiduciary responsibilities to you in a written agreement with us that explains how we will help you and how we will manage your investment and retirement accounts using these unaffiliated custodians.
3. We work together.
We help you see the big picture and plan for your desired future. We collect your relevant information and documents to study and analyze while we are transferring your accounts to an unaffiliated custodian. We learn about your history and aspirations for the future, and we help you define your goals and objectives in meetings we have with you.
Click here to see how we help you develop your vision for your desired future.
4. We complete your studies and analyses.
We commit our time, talent and resources to study and analyze your situation. We complete multiple financial planning studies and analyze your retirement income and capital growth needs, your risk exposures and risk capacities, and your estate and philanthropic plans.
Click here, for a list of some of the studies and analyses we may complete for you.
5. We develop your plan and strategies.
We create liquidity, cash flow, purchasing power protection and capital growth strategies based upon your goals and objectives. Then we record and maintain your strategies in your personal investment plan.
Click here to see how we help you develop your financial planning strategies.
6. We deliver and you approve.
7. We manage your investments and the workflows.
8. We monitor and review your progress with you.
We monitor your accounts and we review your progress toward your goals and help you to stay on track in periodic financial planning and wealth management calls and meetings we have with you.
Click here to see how we help you monitor your accounts and review your progress towards your goals.
Financial Planning Advisor
Interview Guide
Use our proprietary interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other financial planning advisors.
