It’s easy to become overwhelmed with paperwork, particularly when it’s your wealth being transferred.
We help you to organize your paperwork in a tabbed notebook at the 45-Day Follow-Up Meeting.
- We’ll provide copies of all signed forms.
- We’ll review and organize your trade confirmations and account statements.
- We’ll help determine that you’re on the right track.
We want you to understand exactly what is happening with your money. So, we’ll answer any questions you may have. We’ll also give you an Advanced Planning Activities Decision Tree, which is the roadmap of actions completed and pending.
As a client, you can meet with us as often as you’d like. Meeting regularly helps to keep your comprehensive Wealth Management Plan on track. We can do this by having Regular Progress Meetings.