1 1st Meeting (2 hours) Discovery and Philosophy We spend a considerable amount of time trying to gain a full understanding of you and your unique financial situations.
2 2nd Meeting (2 hours) Wealth Plan Presentation Based on information from our first meeting, we create your 3-Step New Client Planning Process that connects your financial goals and resources. Your Wealth Plan: Analyzes your current situation, including costs Projects when you will need your money Considers milestones Includes your Investment Policy Statement, outlining how we will invest your money
3 3rd Meeting (1 hour) Signing and Documentation Once you decide to move forward with us, we’ll complete all the new account documentation.