Our Meeting Process
The planning process is crucial to providing clients with the greatest probability of achieving their goals. We begin with carefully understanding your aspirations, then we design a mutually agreed upon plan, implement it efficiently, monitor it regularly, and evaluate it overtime to ensure that the plan evolves with you.
Step 1
The Fit
- Introductions
- Determining Your Intentions, Goals and Dreams
- Assess whether there is a good fit in working together
- Do Values Align
Step 1
Step 2
The Discovery
- Discovering your Needs, Goals and Long-Term Vision
- Discovering your Motivation in Developing a plan
- Outlining our Service Standards and Expectations
- Discuss and Review our Fees and Fee Tiers based on the Assets under Wealthviser's Management
Step 2
Step 3
The Alignment
- Advisor to Present Financial Plan/Recommendations that Align with you Needs, Goals and Vision
- Address Questions, Game Plan, Timelines and Expectations
Step 3
Step 4
The Implementation
- Address any Clarifying Questions
- Outline Timelines (Account Transfers, Onboarding)
- Completion of Applications and all Related Paperwork
Step 4
Ready to Secure Your Financial Future?
Contact us today for a free consultation and let’s take the first step toward achieving your financial goals and vision.
Financial Success In An Uncertain World