Client Experience
Our team uses a collaborative approach to identify your needs, provide customized solutions and guarantee a high-quality client experience
1. Introductory process
Identify your goals, values, dreams, special concerns/challenges
Develop investment strategy and cash flow
- Analyze strength and weaknesses to identify gaps
- Develop long range cash flow plan
- Determine strategic asset allocation
- Review total client profile and net worth
- Analyze differences between current investment portfolio and recommended portfolio
2. Initial plan review
In-person meeting to review total client profile, cash flow plan and investment
3. Mutual agreement
Agree to work together and implement presented strategies
Execute strategies
- Open new accounts
- Transfer existing assets
- Execute investment strategy
- Schedule advanced management plan and future review meetings
4. Client orientation meeting
Weekly touch point meetings to review first statements, online access and offer paperwork coaching
Develop advanced plan
Four areas of focus include:
- Wealth protection
- Wealth enhancement
- Wealth transfer
- Charitable planning
5. Advanced plan meeting
In-person meeting to present comprehensive solutions in the four main areas of the advanced plan
6. Ongoing monitoring of investment and advanced plan
Quarterly investment strategy review meetings combined with in-person cash flow and advanced planned review meetings
Execute wealth management plan
Ongoing execution of wealth management solutions
1. Introductory process
Identify your goals, values, dreams, special concerns/challenges
Develop investment strategy and cash flow
- Analyze strength and weaknesses to identify gaps
- Develop long range cash
- Determine strategic asset allocation
- Review total client profile and net worth
- Analyze differences between current investment portfolio and recommended portfolio
2. Initial plan review
In-person meeting to review total client profile, cash flow plan and investment
3. Mutual agreement
Agree to work together and implement presented strategies
Execute strategies
- Open new accounts
- Transfer existing assets
- Execute investment strategy
- Schedule advanced management plan and future review meetings
4. Client orientation meeting
Weekly touch point meetings to review first statements, online access and offer paperwork coaching
Develop advanced plan
Four areas of focus include:
- Wealth protection
- Wealth enhancement
- Wealth transfer
- Charitable planning
5. Advanced plan meeting
In-person meeting to present comprehensive solutions in the four main areas of the advanced plan
6. Ongoing monitoring of investment and advanced plan
Quarterly investment strategy review meetings combined with in-person cash flow and advanced planned review meetings
Execute wealth management plan
Ongoing execution of wealth management solutions