Process
"We believe that a portfolio should be designed around your specific goals and objectives."
1. Starting the conversation
During our initial meeting, we take the time to get to know you and your family. We explore your goals and discuss any concerns you may have. Next, we introduce Family Wealth Matters so you can learn about our team's strategy, plan and process.
2. Learning about you
Through a series of conversations, we uncover the details of your family's situation. We discuss your long-term and short-term goals and priorities, the roles of your accountant, lawyer and estate planning attorney and what investment strategies you have in place. This in-depth discovery allows us to understand your total wealth management needs.
3. Creating your investment plan
Our goal is to create an investment plan–designed around your risk tolerance–to help accomplish your financial objectives.
4. Coordinating with other professionals
Because your wealth management may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.
5. Review Envision® plan to help achieve goals
To help keep your family's plan on track, we will communicate with you and your family members. Our tools and technology help you track performance, investment allocations and progress toward meeting your goals.