Client Experience

Step 1 - Fit meeting. Discovery process. Listening to what's important to your family and legacy. Learning the values that shape your decisions and priorities. Identifying unique challenges and circumstances. Introducing our philosophy, plan and process.

Step 2 - Team Fit meeting. Develop strategies. Determine risk tolerance. Gather data, documents and statements for analysis. Analyze current investments and potential complications with SWOT analysis. Identify and discover opportunities.

Step 3 - Onboarding meeting. Welcome kit. Presentation of our process. Discuss current and future investment approach. Disclosure of fees, structure and access. Signatures.

Step 4 - Deployment of solutions. Transfer existing assets. Alignment of investment solutions, service levels, type and frequency of communications.

Step 5 - Orientation meeting. Personalized financial organizer. Online account tutorial. Organization of paperwork. Meet team members and "who to contact."

Step 6 - Wealth Team Integration. Coordinate and collaborate with CPA and attorney. Retirement projections and probability. Liquidity needs. Business and family succession planning. Education and trust accounts. Insurance and liability management. Charitable planning. Estate planning and family dynamics.

Step 7 - Ongoing strategy, tactical meetings. Monitoring progress. Adjust financial plan as your life unfolds. Discuss future planning and transactions.