Our Client Process
Our consultative approach is designed to continually fit our capabilities to your needs and objectives.
Our process seeks to help you accomplish three important objectives:
- Understand your true financial goals
- Create the best plan to achieve those goals
- Continually measure progress toward your goals
The Republic Wealth consulting process helps you make smart decisions with your money.
- Discovery meeting – Republic Wealth will look at where you are, where you want to go, and how Republic Wealth can maximize the possibility of getting you there.
- Investment plan meeting – Republic Wealth will review your personalized investment plan and give you our best recommendations.
- Mutual commitment meeting – We jointly agree to work toward achieving your most important goals.
- 45-day follow-up meeting – Republic Wealth will remain prepared to answer your questions about the implementation of your investment plan.
- Regular progress meetings – On an ongoing basis, Republic Wealth will remain available to review your plan's progress, answer your questions, and make adjustments if your circumstances change.
For information on the Republic Wealth team, click here.