1. Introductory Meeting

In-person or phone meeting: time for us to learn about each other

Identify your goals, values, dreams, special concerns or challenges

 

2. Fit Decision

By phone, a few days after introductory meeting to determine if we want to take the next steps

If yes, move forward with detailed data gathering

 

3. Discovery

In-depth conversation to understand your current circumstances

Review current statements and discuss risk tolerance, time horizon, liquidity needs

Begin developing plan using eMoney Advisor® planning tool <<link to eMoney Advisorpdf>>

4. Overall Strategy Recommendations

Review your proposed investment strategy and initial plan

Upon agreement, open new accounts and transfer in assets

Implement investment strategy

 

5. New Client Welcome

Review first statements

Confirm individual account instructions and communication preferences

Address any additional questions

 

6. Manage Your Comprehensive Investment Plan

Examine full-balance sheet

Trust and estate planning strategies

Special Needs and Elder Care Planning

Charitable giving

Business succession strategies

 

7. Ongoing Service Support

Stay connected

Update goals and priorities as life events unfold

Update your investment strategy and your plan as needed

LifeSync: Connecting your life and your money.

IMPORTANT: The projections or other information generated by [name of investment analysis tool] regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time