Wealth Management Process
Gain Clarity And Comfort By Taking Advantage
The absence of any one of these 5 critical steps could put your financial freedom at risk. Simply, our disciplined approach provides a process and strategies that can assist in preserving and investing your wealth.
Of The 5 Cs Wealth Management Process
1. Clarify -
To know if your investments are structured as they should be, you must have an actionable financial plan. No matter what phase of your financial life, our process helps us outline specific goals, benchmark current financial situations and track progress towards goals.
It is our first step in developing your proactive Wealth Management Plan (WMP).
2. Collaborate -
Most advisors never think to involve their clients in building their financial plans. This runs the risk of missing out on important details. Working in concert, many of our clients feel that the complexity surrounding their finances has been removed.
3. Construct -
After we have a clear picture of your unique situation, we jointly build your customized portfolio making sure you understand what you own and how it fits. Having a disciplined proactive approach to your investments improves your chances of reaching your goals.
At this time we also construct your Client Financial Organizer (CFO) which maintains all your key financial and estate documents.
4. Coordinate -
Most of our clients have not had their professional advisors work in a coordinated fashion. We take the lead in coordinating with your other advisors, such as your CPA and attorney. With everyone working in concert, your best interests are better served.
5. Communicate -
On a regular basis, it is necessary for us to communicate changes that may affect you financially. This keeps you aware of both risks and opportunities. Understanding how these changes affect your financial life greatly increases your confidence in the plan and helps you make even smarter choices with your money. Our communication process makes sure we are keeping our service promise.
This Wealth Management Process keeps you organized and on track, and it lets you know how you are progressing.
Your Wealth Management Compass
Once you gain a Wealth Management compass to help guide your decisions, we believe our proactive disciplined process of investment management can help to increase your financial well-being now and into the future.
Our wealth management process helps you:
- Gain greater confidence in your financial future,
- Remove the complexity surrounding your finances,
- Stay financially organized,
- Remain aware of what you are invested in and why,
- Keep informed of changes in the financial markets and tax laws,
- Educate family members regarding your wishes,
- Track progress towards achieving your goals, and
- Avoid the most common mistakes made by investors
Your Invitation to Take the Next Step
We invite you to discover more about our time-tested process of wealth management and disciplined investing by requesting a no-obligation Second Opinion.