About Us
the Wealth Management Process™
The Wealth Management Process™ is our consultative framework that provides us the means to efficiently integrate our three distinct areas of Wealth Management (Investment Consulting, Advanced Planning, and Relationship Management). This framework allows us to become familiar with the financial landscape of our client as well as gain insight on important issues, such as family relationships, values, community networks, and goals, to facilitate the construction of an effective financial strategy.
Let’s take a look at each part.
Discovery
We want to get to know you. Through our Discovery we make it our goal to understand your values and define your true financial needs, desires, goals and current position. This is a key part in creating a sound financial strategy.
Recommendation
We will present you with a detailed Investment Policy Statement that describes your needs and risk tolerances, and provides benchmarks for tracking progress toward your goals. This serves as our compass that can help enhance the probability of achieving everything that is important in your financial life.
Implementation
If you have been pleased with the discussions so far, you will likely become a client. You can ask any questions or voice any comments or concerns about the recommendations. If you choose to engage our firm we will ask you to execute all documents needed to begin to implementation.
Confirmation
We want to discuss and confirm with you that the recommendations that were implemented were properly accomplished, including striving to ensure that you are educated and organized on your account statements, performance reports, and access to available tools such as yourWMA™.
Review & Monitor
We want to establish guidelines to monitor and review your progress. Even though we will at a minimum provide you with monthly account statements from your custodian and quarterly performance reports from our office, this is a collaborative effort. As such the schedule for us to review and monitor with you can be whenever and however you would like. You let us know what works for you, and we will endeavor to accomplish it.
IC, AP, & RM happen behind the scenes and are how we operate as Wealth Managers.
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