Meeting | What to expect... |
| 1. We meet formally at my office, yours or virtually to discuss our mutual expectations and to determine if there is a fit to move forwards. | -
I will prepare and provide you with a flexible agenda built around getting to know you. Many clients have expressed that they were surprised to learn a lot about themselves during this meeting. -
I will ask you to bring your latest investment statements and a copy of your most recent written Financial Plan & Investment Policy Statement in addition to anything else finance related you'd like me to help with or review. -
This is a no obligation consultation that will help you regardless of whether you choose to be a client or not. -
If we’ve determined that the fit isn’t right for us to proceed, I will introduce you to my trusted colleagues or partners. |
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2. We meet again with Corina and I present a formal proposal of what your investments will look like in my care in addition to a full Wealth Management proposal showing you how my team and I will work to not only grow but preserve your money to leave a lasting legacy for what’s most important to you.
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Your formal Investment Policy Statement is presented -
I provide you with a Financial Planning Questionnaire to get the financial planning process in place -
We address your immediate priorities and prepare a plan for the rest -
At the very least, after spending some time together, the proposal I draft for you based on the discovery conversation we had in the first meeting will provide recommendations and next steps that you can use with your existing advisors- if the outcome is that you are able to do this, I'll be happy. |
| 3. You will be sent a Risk Questionnaire after our second meeting. Once it has been filled out and sent back, Corina will reach out to complete your profiles. | - Account opening documents will be sent via E-sign or mail, whichever option you prefer
- Account transfers will be initiated, if applicable
- Once your funds have arrived, a 30 minute check-in call will be scheduled to let you know the progress of everything
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| 4. We will conduct annual review meetings where we can update your Financial Plan and review the portfolio. | - Ongoing meetings with my Wealth Management experts will be booked to address your goals and objectives as we come to them throughout the plan
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