Consultative Process
We are committed to delivering the highest level of service as well as being appropriately thorough in the management of our clients wealth. We have developed a systematic, consultative process to fully understand each prospective clients unique set of goals and objectives. Ultimately we will design an investment plan that maximizes the probability of achieving your financial goals. These meetings typically involve the following:
Discovery meeting
We will determine your current financial situation, where you want to go and the obstacles you face in achieving what is important to you.
Investment plan meeting
We will use the information we gathered at your first meeting and present to you a complete diagnostic analysis of where you are now and specific recommendations for how you can bridge the identified gaps in order to achieve your goals.
Mutual commitment meeting
At this meeting, assuming that we can truly add value, we will decide whether or not to work together. If the commitment is made then you will now officially become a client.
Follow-up meetings
These meetings are typically held quarterly (but can be more or less often, depending on your specific needs) and this is where we report to you the progress you’re making towards achieving your goals. If you are currently working with a financial advisor and are unsure if he or she is using a consultative approach or the proven methodologies we’ve discussed here, you should have us complete a diagnostic analysis of your situation so that you can have a second opinion.
You should always expect outstanding service from any financial advisor you choose. Your phone calls should be returned on the same day, you should receive quick and complete responses to all your questions and your advisor should always take your unique needs and preferences into account. In short, you should expect to be treated like what you are - a very important client.
