Deep Discovery
Conduct an in-depth review of current financial structure and strategies as well as personal and professional aspirations, goals and timelines.
Strategic Plan
Review comprehensive written financial plan which will highlight risks, challenges and opportunities.
Portfolio Management
Review written investment proposal to include both strategic (5-10 year) and tactical asset allocation (1-3 year) as well as preliminary manager recommendations and all associated fees.
Administration
Includes facilitating the transfer of assets, uploading cost basis, setting up bill pay, statement delivery, website access, systematic review scheduling, tracking and updating client seasonal address changes, etc.
Client Communication
Includes some or all of the following: annual comprehensive in-depth wealth management review, periodic portfolio reviews, quarterly strategy calls (market, economic, legislative and geopolitical analysis, ongoing coordination with other financial consultants/professionals, CPA, attorneys, insurance professionals, bankers.
Client Appreciation
- Invitation to educational seminars, portfolio management calls and webinars.
- Attendance or support of philanthropic/business events designed to help support client.
- Dinner/lunch/breakfast for special occasions.
- Mentor/educate children/grandchildren on financial literacy.
- Client appreciation events.