We take time to understand your goals for your family, business, and future. In our first meeting together, you’ll experience firsthand the collaborative nature of our practice as we learn about you, your values, relationships and lifelong goals. We believe your life is the focal point of your financial plan, and so your life is the center of this meeting. As we get to know you we can identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can assist you in achieving those goals.
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Your current financial situation will be discussed and we’ll make recommendations. At this meeting, we present our diagnostic of your current situation and our recommendations for how we can help bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.
We decide to work together and confirm our joint commitment to your plan. Sharing a common vision for your plan is important. At this meeting,we make a mutual decision about whether our firm can help add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan into motion.
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Your information and paperwork are checked to make sure everything is accurate. It’s easy to become overwhelmed with the amount of paperwork you receive when you have multiple investment accounts. At this meeting, we organize all your paperwork and provide access to our Wealth Management Software so you can see all your accounts in aggregate. Then you can begin to utilize the digital vault. We also answer any questions you may have so that you understand exactly what is happening with your money.
Monitoring your progress with regular meetings is imperative as we work to keep you on track towards achieving your goals. We schedule our meetings at intervals convenient for you. Together we review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward your long-term financial goals. This is also an opportunity to implement advanced planning recommendations that may be appropriate for your situation. We will present to you our Advanced Plan at our first Regular Progress Meeting so that we can prioritize areas of greatest importance to you and begin to address them systematically.