SCHEDULE A DISCOVERY MEETING TODAY
Our Wealth Management Consultative Process begins with learning about you. We know that money means different things to different people, so we want to make sure we truly understand our clients. We ask questions about their values, goals, relationships, assets, advisors, process and outside interests in order to build deep, life long relationships.
Our Wealth Management Consultative Process aims to help you avoid mistakes and missed opportunities. This is often done through stress testing. Stress testing is a systematic process to evaluate whether the financial services and products you are using today will deliver the results you expect, and to ensure you are not missing out on any opportunities. Our process includes a diagnostic of your current situation, a comprehensive evaluation of the entire range of financial needs, and our recommendations for moving forward.
We work with a team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. This team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions
We will ask you a series of questions to really understand what is most important to you, what you would like to accomplish and what keeps you awake at night. We will determine where you are now, where you want to be and any gaps or obstacles that stand in the way. It’s our chance to get a very clear picture of you so that we can guide you in how best to achieve your most important goals.
We have taken the information provided during the Discovery Meeting and put together a plan to help you make informed decisions that are designed to help you work toward achieving everything that is important to you.
A mutual decision is made at the third meeting to determine whether we should work together to help you accomplish your goals. Should we choose to work together, we commit to each other to work toward achieving everything that is important to you and your family.
This meeting is designed to help organize all the paperwork you have received and set up a system to keep it organized moving forward. We do not want you to feel overwhelmed but to have a clearer picture of your finances to help you continue to make informed decisions.
During this meeting, we will review any major changes to your personal, professional or financial life since our last meeting as well as the investment performance relative to realizing your financial goals.