Consultative Wealth Management Process

To match client needs with our capabilities, we employ an ongoing consultative process. The five step process described below shares what a client can expect from initial discovery to regular meetings and back to rediscovery, if appropriate.
client investment process steps

Discovery Meeting

Step 1

We will LISTEN to you. We need to learn where you are, where you want to go, and how we can maximize the possibility of getting you there with the smoothest possible ride.

Investment Plan Meeting

Step 2

We will present your personalized investment plan and share our best insights to accomplish your needs with our recommendations.

Mutual Commitment Meeting

Step 3

We mutually commit to work together towards accomplishing your most important life goals.

Follow-Up Meeting

Step 4

We have a process check on the status and implementation of your investment plan.

Regular Progress Meetings

Step 5

At a schedule and pace customized to you, we will remain available to meet with you to review your plan’s progress, answer your questions, and make adjustments when your circumstances change.