The Wealth Management Process
DISCOVERY
MEETING
Complete
discovery process
INVESTMENT
PLAN MEETING
Presentation of
investment plan
INVESTMENT PLAN AND IPS
Diagnostic of current situation,
our recommendations for moving
forward and details on our
investing approach
MUTUAL
COMMITMENT
MEETING
Confirmation of
commitment
45-DAY FOLLOW-
UP MEETING
Organization of
account paperwork
REGULAR
PROGRESS
MEETINGS
Review of progress and
implementation of
advanced plan
THE ADVANCED PLAN
Comprehensive evaluation of the
entire range of financial needs with our recommendations for
moving forward
THE PROFESSIONAL
NETWORK
Team of carefully selected
professionals, each with a high
level of knowledge and skill in
key financial areas
PROFESSIONAL
NETWORK MEETING
Our team of specialists applies its
expertise to evaluate all aspects of your
financial situation and devise
appropriate solutions