We believe a process must be three things in order to create — or sustain — your legacy:
• Focused
• Intentional
• Diligent
Here’s what you can expect as our client,
whether you’re new or been with us for decades:
You’ll tell us:
• Why you feel you need financial guidance
• What your goals are
• Where you are on your wealth journey
This laid-back discussion allows us to see if you’d feel comfortable working with our team and vice versa.
At the end: We’ll schedule our next meeting (if we decide a partnership makes sense).
We’ll regroup so you can share more specifics, like:
• Your current assets
• Your existing liabilities
• Salary and spending habits
This information lays the foundation for your recommended wealth plan — which we consider a pre-requisite to begin working on your investment strategy.
At the end: We’ll schedule our next meeting.
We’ll use our knowledge, certifications and industry-leading software
to create what we believe to be the ideal portfolio for you, based on your short and long-term legacy-related goals. You’ll be invited to ask questions and provide feedback until you feel completely comfortable with your plan.
At the end: We’ll schedule our next meeting.
We’ll take care of transferring funds and necessary paperwork
to implement your plan. You’ll get a call from us once everything is live.
At the end: We’ll schedule our next meeting
We’ll make timely updates
based on your strategy’s performance and adjust accordingly. We’ll also present how your portfolio performed against the broader stock market. We’ll always encourage you to reach out anytime you have a question, life update or change to your goals in between our scheduled, sit-down reviews.
Bonus: Our favorite discussion is the “green light” meeting. This happens when you achieve special milestones, like:
• Being able to retire
• A meaningful investing threshold
