Becoming a Wealth Management Client
Becoming a Wealth Management Client
Our comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it to stay on course.
Discover
- This is an open opportunity for us to get to know each other, discuss expectations and styles.
- We ask that you share important financial information: Statements from Financial Institutions, Debt balances, Budget, Most Recent Tax Return (See Checklist)
Gather Data
Building on our first conversation, we will delve deeper into your habits with money, your current financial situation and your wants and needs for your future. This will help to develop your complete financial picture that creates the roadmap for how we will be able to serve your financial planning needs.