1. DISCOVER
An in-person meeting to get to know you better, learn about you and/or your family and your objectives, assess your assets and accounts, and determine your potential challenges, risk and loss tolerance. You will also have the opportunity to gain an understanding of our approach, philosophy, and overall outlook and learn how we add value at each stage of this process.
2. PLAN
Create a formalized plan outlining the wealth management process, including our review of existing investments and proposed future investments. We will discuss plan fees, structure, and account access, and will then obtain the necessary signatures to move forward.
3. IMPLEMENT
Transfer assets, align investment strategies, determine the frequency of communication, and assign responsibility for these activities.
4. MONITOR
Online account orientation, statement review and introduction to the members of your team
5. CALIBRATE
Integrate with wealth team and arrange coordination between all relevant parties: CPA, attorney(s) and other financial professional(s)
