About Us | Our Wealth Management Process
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- Establish and Define the Relationship
During this step, we determine the scope of our relationship, define the work to be done by each party and set a schedule for deliverables. Depending on the nature of your situation, this step could be conducted in person or over the phone.
- Gather Information
To strive to ensure a quality output from the process, we need to ensure the quality of the input data. We will ask to see, "everything with a dollar sign attached," and conduct a detailed discovery interview to better understand you and your objectives. This step is usually done in person to better capture the completeness of your situation.
- Analyze and Evaluate
After the information gathering is complete, we create a model of your financial situation to uncover the strengths and weaknesses. We'll review all of your investment and retirements assets, liabilities and insurance policies. It is not uncommon to have a phone call or email during this stage to clarify the data provided or seek additional data based on the analysis.
- Develop and Present Recommendations
Based on your goals and our analysis, we will create an overall plan to present to you. This plan will be action-oriented and ready to implement.
- Implement the Plan
Once we understand and agree on the action steps presented, we will get right to work, shifting accounts, updating portfolios, changing beneficiaries, coordination with other advisors - doing whatever is necessary - to turn the financial plan into reality.
- Monitor Regularly
Perhaps one of the most important part of the whole process is providing periodic updates on the progress made toward your objectives. Through our WealthVision™ tool set, we can jointly monitor your progress. Significant changes in your family or financial situation can be remodeled quickly and easily.