1st Meeting - Discovery / Philosophy (2 Hours)
- We spend a considerable amount of time trying to gain a full understanding of you and your unique financial situation
- The decision to book a 2nd meeting is left with you
2nd Meeting – Wealth Plan Presentation (2 Hours)
- Based on the information from our 1st meeting, we create your Wealth Plan that connects your financial goals and resources
- Your Wealth Plan:
- Analyzes your current situation, including costs
- Projects when you will need your money
- Considers milestones
- Includes your Investment Policy Statement (IPS), outlining how we will invest your money
3rd Meeting – Signing (1 Hour)
- Once you decide to proceed, we complete all the new account documentation, then we review and sign a Letter of Engagement outlining our client relationship including reporting and regular communications
Please contact us to book an initial telephone conversation to discuss the next steps.