|These meetings, which we’ll schedule at intervals
convenient to you, give us an opportunity to
implement the wealth management plan that we
developed with our team of experts at the Wealth
Management Team Review Meeting. They also
allow us to review your overall progress toward
your long-term financial goals.
What to bring
- Any questions you may have regarding the
execution of your investment plan
At these meetings, we’ll follow a road map for each
area of your financial life. We’ll repeat this chain of
events for each of your financial challenges:
For each financial challenge you face, we’ll brainstorm
with the appropriate specialists to come up
with innovative solutions. Our goal is to create
the best possible outcome for you and your family.
Accordingly, we don’t limit our thinking in
We’ll select the options with the most impact and
present them to you for your consideration. We’ll
work closely with you, staying engaged at every
step, to empower you to make the smartest decisions
according to your situation, values and goals.
Once we have worked with you to select each strategy,
we will work diligently to be sure that the plan
is fully and carefully executed.
When we present the results of the action we’ve
taken, we take special care to be sure that the
results you’re getting are appropriate to your
needs and goals.
We systematically review your wealth management
plan and communicate any updates to you.
We also maintain a dialogue with you so that we
can stay abreast of any life or financial changes
that may affect your wealth management plan.
Any time you have a change in your situation or a
new financial challenge, we’ll begin again with scenario