What We Do for Our Clients
The greatest thing we do for our clients is to simplify their financial lives and help alleviate their fears regarding their financial future. We do this by getting to know them and what they want their wealth to accomplish. Then we design a plan that best fits their needs. Typically the most pressing issues our clients face include:
- Protecting their lifestyle and net worth
- Mitigating income and estate taxes
- Providing for the needs of their heirs
- Planning and maximizing the impact of their charitable gifts
In addressing these concerns through our comprehensive wealth management process we seek to provide our clients peace of mind and the ability to fully enjoy their future!
Here is a brief summary of the process we walk clients through when developing a comprehensive wealth management plan.
Our Discovery Meeting ProcessDiscovery Meeting
This initial meeting is designed to be conversational in nature with the goal of getting to know each other. This goes both ways. We get to know potential clients better to determine if our practice is suitable to add significant value, and they get to know us better to evaluate if we would make a good partner. We also ask strategic questions to understand what they are trying to accomplish so that we know their Values, Goals, Relationships, Interests, and Assets and how they relate to each other.Investment Plan Meeting
At this meeting we a present a detailed investment plan that describes their needs and risk profile and provides an action plan for tracking progress toward simplifying their life and increasing their confidence.
These first two meetings are done at no-cost or obligation and will provide the basis for them to decide whether or not to take the next steps to become a client.