Our Wealth Management Approach
We believe it should all start with you. Wealth Management is a comprehensive approach to help you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live the life you want and a clear roadmap for your financial future.
At the Fenske Wealth Management Team our approach is designed around you. Our wealth management service is comprehensive and disciplined. It follows a five-step process and our solutions are individually customized around you. We believe in a team approach and work together with other trusted professionals to provide the most comprehensive solutions.
Step 1. Discovery
Following an initial consultation, we take the time to understand your financial and non financial goals, your aspirations for the future and your profile as an investor.
Step 2. Vision
Bringing your dreams into focus is our next objective. Here we outline as specifically as possible, your retirement, tax, estate planning and other goals.
Step 3. Strategy
During this phase we identify any financial issues and develop strategies to best achieve your vision. We analyze your current plan and portfolio, make projections and explore alternative approaches to help you determine your best course of action. Depending on your situation, we may include:
Investment Policy Statement
Compass Financial Planning
Will and Estate Consultation
Wealth Management Protection
Step 4. Solutions
At this point in the process we are ready to make specific investment and financial planning recommendations that best enable you to achieve your vision.
We review your written investment proposal, explain our proprietary 3 Discipline security selection methodology and develop thoughtful and creative solutions tailored to you objectives. In addition we will provide a to-do list and illustrations of any retirement, tax, and estate planning strategies that are recommended.
Step 5. Monitor
Client service is our first priority - keeping you on track, up to date and informed of your progress. With this in mind, we provide the following ongoing services:
Review – We proactively schedule quarterly telephone reviews and Annual or Semi-Annual in person Reviews.
Report – In addition to regular statements we produce a quarterly "Consolidated Household Review Package." This informative report includes your personalized rate of return, asset allocation as well as a brief market commentary.
Revise – In an ongoing effort to meet your wealth management goals we will monitor your progress and make recommendations as required.