Advanced Wealth Management Process

Discovery Meeting

Creation of the Total Client Profile

The purpose of the discovery meeting is to identify your most important values, relationships and goals.


Investment Strategies Meeting

Presentation of Investment Plan

We’ll discuss our recommendations and outline the steps required for you to achieve what is most important to you.


Mutual Commitment Meeting

Implementation of Wealth Enhancement Plan

This meeting is about making a mutual commitment to work together. We only work with clients where we can make a significant impact.


Wealth Protection Meeting

Presentation of Protection Plan

We’ll outline a plan designed to protect both your personal and business wealth, as well as protecting against catastrophic loss.


Regular Progress Meeting

Review of progress and implementation of Wealth Management Strategies

What’s changed since the last time we met?