Wealth Management Consultative Process

To help our clients achieve all that is important to them, we use a consultative process to uncover needs on a continuous basis and then coordinate a team of experts to address them holistically. 

 

 
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Our process starts with you:

 

1. Discovery MEeting

When you approach us, the first meeting we will have is called the discovery meeting. During this meeting, I (the advisor) cover the following topics:

  • Values & Goals
  • Assets & Liabilities
  • Income & Expenses
  • Hobbies, interests & passions
  • Advisors

This meeting is also an opportunity for you to get to know us and our practice. Come prepared with questions.

Included in our Free 2nd Opinion Review.

 

2. Assessment & Planning

During this meeting, I provide you an assessment of your financial health and identify gaps in your personal finance. I also provide a big picture financial plan to close those gaps.

Included in our Free 2nd Opinion Review.

 

3. Mutual Commitment Meeting

During the mutual commitment meeting, we mutually decide if we are a good fit. If we do, we would mutually commit to working together in a long-term client-advisor relationship. At the end of this meeting, I will either accept you as a client or I will point you in the right direction.

 

4. Wealth Team Meeting

At this meeting, we gather our team of experts that includes a CPA, an attorney and other domain experts to discuss your situation and provide high-level suggestions. We then review the suggestions and incorporate them into a wealth management plan for discussion with you in regular progress meetings.

 

5. Regular Progress Meeting

We hold regular progress meetings periodically to update one another, discuss wealth management issues to ensure the overall financial trajectory is on track to achieve all your goals.


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