Step 1 - Initial discovery meeting

  • Identify your Vision, Values and Goals

  • Provide an overview of the wealth management services that we provide and determine if they are a comfortable fit for both of us

  • Decide if there is agreement to engage in the next step

Step 2 - Review and recommendation meeting

  • Confirm commitment to your goals

  • Review current strategies

  • Review recommended strategies

  • Decide if there is agreement to engage in the next step

Step 3 - Implementation Meeting

  • Confirm commitment to implement

  • Create advisor/client relationship

  • Implement recommend strategies

  • Identify appropriate wealth management services and make introductions to partners

  • Agree to contact your other advisors (accountant, lawyer, etc.)

Step 4 - Results management

  • Regular review and monitoring of strategies and results