When a client’s family member or friend has questions about their wealth planning, the team is always happy to meet with them.
The first step is to gather data for the planning process that’s designed to give them a better perception of their financial situation.
The next step is to present and discuss the results from the planning process. The team explains any gaps that need to be filled, answers any questions and discusses their current plan and potential next steps.
It’s important to note that the team works only with clients where they can make a major impact. So, if the relationship is a good fit, the process moves forward. If it is not a good fit, the team points them in the right direction for a financial advisor who can work with them more effectively.