Initial Meeting
- Identify your goals, values, dreams, special concerns and challenges
Generally 10 Days after Initial Meeting
- Determine risk tolerance
- Analyze current investment portfolio
- Develop asset allocation strategy
- Portfolio construction
Generally within 20 Days of Initial Meeting
- In-Person meeting to present recommended investment strategy
Generally within 30 Days of Initial Meeting
- Open new accounts
- Transfer existing assets
- Conduct trades to execute agreed-upon investment strategy
45-day Follow-up Meeting
- In person meeting to discuss first statements, organization of paperwork and online access
Generally within 90 Days
- Comprehensive Financial Strategies
- Retirement Planning
- Insurance and Liability Management
- Education Planning
- Business Succession Planning
- Charitable Giving
- Family Dynamics
- Estate Planning Needs
Ongoing Evaluation of Investment Strategy and Wealth Management Plan
- Develop schedule for review meetings
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.