Wealth Management Solutions

Discovery Meeting

The purpose of the Discovery Meeting is to determine where you are, where you need to be, and whether we can add value to your situation.

Investment Plan Meeting

At the Investment Plan Meeting we discuss our investment philosophy and recommended investment proposal for your situation. Wealth Management is the vehicle that will take you to your financial destination. The engine that drives that vehicle is your investment policy. It is important that we are philosophically aligned before proceeding with the full wealth management process.

Mutual Commitment Meeting

If we agree to continue, at the Mutual Commitment Meeting we will execute the appropriate documents. After that, two things happen. First, the custodian we agree upon will open the appropriate accounts. Second, we initiate the advanced planning cycle.

Initial Planning Meeting

One of the most valuable meetings is the Initial Planning Meeting. This is our opportunity to address advanced planning issues and questions that have arisen during the planning cycle. Equally important, it’s your opportunity to bring to the table any questions or concerns that naturally arise in this type of process. And finally, we aim to ensure you are familiar with the electronic resources that we and your custodian offer and to help organize any paperwork or other materials.

Wealth Confidence Plan™ Presentation

After brainstorming and reviewing your Wealth Confidence Plan™ with outside professionals including a CPA, attorney, and an insurance specialist, we are ready to present the advanced planning recommendations. We will also work with you to prioritize the various advanced planning items so that we can work through them in bite-sized chunks.

Quarterly Client Review Meetings

Initially, at least, we schedule quarterly client review meetings to ensure that ongoing progress is being made towards addressing your concerns and advanced planning recommendations. The ongoing frequency of these meetings are set to best meet your schedule and needs.

Annual Client Review Meeting

Once a year, a client review meeting will be dedicated towards an annual review of your goals and progress towards those goals. This important review is to ensure that we’re staying on plan, on course to achieve everything that is important to you.

Custom Topic Meetings

Periodically, topical meetings are scheduled, on demand, to address specific issues that require deliberate intervention either with us or an outside professional. Examples include to facilitate the retirement process, address estate planning with an attorney, or manage a charitable giving decision.