A Disciplined, Consistent New Client ProcessWe have a clear process to understand your goals and develop appropriate recommendations.1. Discovery Process - Initial MeetingIdentifiy your goals, values, dreams, special concerns and challenges2. Develop Investment Strategy - Generally 10 Days after Initial MeetingDetermine risk toleranceAnalyze current investment portfolioDevelop asset allocation strategyPortfolio construction3. Investment Strategy Meeting - Generally within 20 Days of Initial MeetingIn-Person meeting to present recommended investment strategy4. Execute Investment Strategy - Generally within 30 Days of Initial MeetingOpen new accountsTransfer existing assetsConduct trades to execute agreed-upon investment strategy5. 45-day Follow-up MeetingIn person meeting to discuss first statements, organization of paperwork and online access6. Develop Comprehensive Wealth Management Plan - Generally within 90 DaysComprehensive Financial StrategiesRetirement PlanningInsurance and Liability ManagementEducation PlanningBusiness Succession PlanningCharitable GivingFamily DynamicsEstate Planning Needs7. Wealth Management Plan MeetingIn-Person meeting to present comprehensive wealth management solutions8. Execute Wealth Management PlanOngoing execution of wealth management solutions9. Ongoing Evaluation of Investment Strategy and Wealth Management PlanDevelop schedule for review meetings This is for illustrative purposes only and your specific process may require different timeframes depending on your specific situation.