Here we reach out to our potential client to schedule an initial consultation meeting. During this first interaction, we listen actively and gather information about the client's goals, financial situation, and concerns.
In this meeting, we gather detailed information about the client’s financial situation, including income, expenses, assets, liabilities, and risk tolerance. Here, the client is also asked about his long-term goals, such as retirement planning, education savings, or wealth transfer.
Analysis and Recommendations
After gathering all the necessary information, internally we analyze the client's financial situation and provide recommendations on how to achieve their goals. The recommendations may include investment strategies, tax planning, retirement planning, or estate planning.
We present the recommended plan to the client, explaining the rationale behind each recommendation and addressing any questions or concerns the client may have. We also discuss the potential risks and benefits of the proposed plan.
Once the client approves the recommended plan, we help the client implement the plan by providing guidance on the necessary steps, such as opening investment accounts, purchasing insurance, or setting up a retirement plan.
After the plan is implemented, we regularly monitor the client's progress and adjust the plan as necessary. We also maintain regular communication with the client to ensure that they stay on track and achieve their financial goals.