The Wealth Management Process is a detailed and complete method for bringing the goals of your life into sharp focus and then systematically and intelligently implementing a plan to meet those goals. This is the parallel track to our Holistic Viewpoint, the process will help you clarify your financial future.
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Protect, Enhance, Enjoy & Transfer Your Wealth
The Wealth Management Process is a comprehensive solution to Protect your wealth, Enhance your financial and personal well being, Enjoy your life, and skillfully Transfer your assets when the time comes.
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Nothing omitted
The Wealth Management Process is a systematic, comprehensive and disciplined program to address your whole future.
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Parallel track to our Holistic Viewpoint
As you progress through the Wealth Management Process you will be guided by the broad picture we are generating of your life, your needs and your vision.
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Results on purpose
The Wealth Management Process is not a cookie-cutter program. It is a tailored approach which will require some work on your part to generate specific goals and directions. Our process is intended to help you gain control of your future to achieve what you want on purpose.
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An institutional investing approach
We will pursue your objectives with all the attention, expertise and care that large institutional investors have come to expect. You will receive a standard of service normally reserved for investors with billions.
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Always in your best interest
Unlike most of the financial services industry, we will be acting as your Investment Fiduciary, the highest standard of legal care. You can be completely assured that our financial advice is in your best interest, not our own.
The Wealth Management Process
Phase 1: Introduction
During this introductory phase (which you’ve already begun by reading this!), you will become familiar with the phases and intentions of the Wealth Management Process. We will explain and clarify:
- Our Holistic Viewpoint of addressing your goals, your environment, your family—your life.
- Our Unclouded Vision and the Fiduciary Relationship.
- Salespeople compensated by commission have an inherent conflict of interest. We are compensated by fees, and are acting with only your best interest in mind.
- Salespeople are held only the the standard of “suitability” (“close enough is good enough”). We act as your fiduciary, the highest level of legal responsibility.
- Our Institutional Investing approach—the highest level of service available anywhere.
- The 3-5 year timeline and calendar for the Wealth Management Process.
- An explanation of our retainers and fees for services.
Phase 2: Orientation
Once you’ve decided to commit to the Wealth Management Process, we’ll introduce you to the members of your new team, and begin a complete inventory of your financial resources. We’ll also begin creating a picture of your life goals and needs:
- If you had all the money you’d ever need, what would your life look like?
- If you had only 3 years to live, what would you have to do?
- If you didn’t get those three years, what would you regret?
From the answers to these questions and others, you will develop a list of 30 important goals for your life. Remember, our overall goal for you is a richly rewarding and satisfying life. Throughout the process these parallel tracks of life planning and investment planning will guide you and inform your choices along the way.
Phase 3: Planning
The planning phase is where we help you get specific about your life goals and develop a detailed plan to pay for them.
- You’ll prioritize and sequence your list of 30 life goals. Your goals can be as big as climbing Mt. Rainier, or as small as taking piano lessons, as long as they are meaningful to you.
- Each meeting we will review your progress and refine the picture or modify your goals.
- In 3-5 years, you’ll look back and be so pleased with all you’ve accomplished.
At the end of the planning phase, we will provide you with a written investment proposal and investment policy statement, which will be our guide during the next phase—Implementation…
Phase 4: Implementation
Once we’ve completed the first three phases of your Wealth Management Process, we will be well equipped to implement your investment strategy.
- We’ll create an investment portfolio strategically designed to support your specific life goals.
- We’ll prioritize and sequence your Wealth Management issues.
- With a Panoramic View of your entire life and financial picture, we will implement your investing strategy covering the full spectrum of both traditional wealth management issues and other issues which are specific to you and your life.
Every aspect of the Wealth Management Process will be carefully and professionally addressed in a systematic and comprehensive manner, with your goals and preferences, and your well being as our top priority.
Now is the time to get started.
