Wealth Management Process
We follow a carefully designed process to maximize our effectiveness and to ensure that you are as involved as you wish to be. After our mutual Discovery Meeting we will prepare a detailed investment plan for your review.
Investment Plan Meeting
This is our opportunity to present our analysis and our recommendations. Based on the in-depth information we gather in our first meeting we will present a comprehensive investment plan. We will also introduce our investment policy statement and discuss, in detail, our investment philosophy and our wealth management process. During this meeting we will demonstrate how ASI will add significant value to your unique circumstances.
Mutual Commitment Meeting
After you have had a week to digest the information we presented in the Investment Plan Meeting, we will meet with you to discuss whether ASI is the right advisor for you. If we all agree to move forward, we will work together to assist you in achieving all that is important to you. ASI will have all the ncecssary documents prepared to being our relationship.
45 Day Follow Up
ASI will meet with you again in 45 days to help organize all the paperwork you have received in these initial stages. The amount of paperwork involved in asset transitions can be overwhelming and we want to make sure you have an opportunity to get all your questions answered and become familiar with any new statements or reports.
Wealth Management Plan
As we move forward with our relationship and the recommendations we agreed upon are being implemented, ASI will also be working with our team of experts to develop your Wealth Management Plan. This comprehensive evaluation of your financial situation provides recommendations from industry leading experts on Wealth Enhancement, Wealth Transfer, Asset Protection, and Charitable Giving. We then will review these recommendations with you and help you prioritize them. On an ongoing basis we will track our progress on implementing these recommendations during our regular progress meetings.
Regular Progress Meetings
ASI will always be available to you but we would like you to schedule regular progress meetings at times that are convenient to you. These meetings are an excellent opportunity for both of us to review any changes in your personal or financial life and make according adjustments to your Wealth Management Plan as needed. Progress meetings are typically held quarterly and are a great time to make sure that we continue to understand what is going on in your life and make sure your assets are aligned and working efficiently to ensure you are achieving all that is important to you and your family.
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