Our mission is to help you make smart decisions about your money. To do so, we use a systematic investment consulting process to determine what type of plan will ensure that you reach your goals. This process specifically helps us do three important things:
- Understand your true financial goals
- Strive to create the best possible plan for achieving those goals
- Keep us on track at each step of the process
The Integrated Wealth Management Process is based on a series of five meetings.
The Discovery Meeting
At our initial meeting, we'll conduct a discovery interview. This will identify the obstacles you face in achieving your financial goals. We'll look at where you are, where you want to go and how we can maximize the possibility of getting you there.
What to bring:
• Tax returns for the last two years
• Current bank, mutual fund, brokerage and retirement plan statements
• Current life insurance policies
• Any wills or trusts
• Copies of mortgage and loan notes
• Any other documents that would help us fully understand your financial situation
>>Two to three weeks
The Investment Plan Meeting
At this meeting, we'll present a complete diagnostic of your current situation and recommendations for how we can bridge the gaps in order to reach your goals. This plan will form the foundation for all our work together.
While you may be tempted to implement your plan immediately, we suggest waiting until you've had time to thoroughly review it. We're looking for a lifelong relationship, so we want to be sure you're completely comfortable with every step of the process.
>> One to two weeks
The Mutual Commitment Meeting
At this point, we'll be ready to make a mutual decision about whether working together can add significant value and if we should proceed. If we choose to work together, then we'll commit to each other to work toward achieving your goals. We'll also execute the documents necessary to put your investment plan into motion.
What to bring:
• Any questions or concerns you have regarding your investment plan
>> 45 days
The 45-Day Follow-up Meeting
When you have multiple investment accounts, it's easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we'll help you organize all that paperwork into a notebook that we provide. We'll also answer any questions you may have so that you understand exactly what is happening with your money.
What to bring:
• All the new account paperwork that you have received by e-mail
• Any questions you may have regarding the execution of your investment plan
>> Every 90+ days
Regular Progress Meetings
These meetings, which we'll schedule at intervals convenient to you, give us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we'll do so. And we'll also review your overall progress toward your long-term financial goals.
What to bring:
Any questions you may have about your progress
