Wealth Management Process

1. Discovery Meeting
   This first step is a collaborative and focused 90-minute meeting where, through a series of questions, we will learn more about your current situation, your values, your goals, and how we can help you proactively pursue those goals.  You also have the opportunity to learn about me and how we work.
   
   
2. Investment Plan Meeting
   At this meeting, we will present an analysis of your current financial situation and a proposed plan for how we believe we can add value in order to help you pursue your goals.  This is a detailed meeting, and if we decide to work together, it will serve as the foundation for all of our work together.  
   
   
3. Mutual Commitment Meeting
   At this meeting, we will both decide if it makes sense to work together.  If it does, we will complete the paperwork necessary for us to begin, and we will start to implement your investment plan according to your varied and ever-changing needs and goals.
   
   
4. 45-Day Follow-Up Meeting 
   You are now a valued client, and we will try to make your financial life easier by helping you organize and make the process seamless.  Following the implementation of the agreed-upon strategies, we will look at new account statements, online services, cash-flow transactions, and ensure you are comfortable with all account access information.  We will spend time answering any questions you may have about the process thus far to ensure you are comfortable with everything.
   
   
5. Periodic Progress Discussions
   Our scheduled phone calls last between 30 to 60 minutes.  In that time, we will review market and economic conditions, talk about your portfolio relative to your financial goals and expectations, discuss any portfolio adjustments, and address any significant changes to your investment plan components.