The Planning Process

It is a rare occurrence when a prospective client has a financial planning need that can be solved in a single meeting. In most instances, the planning process takes the following journey.

First, Wealth Management Partners gathers relevant financial information and identify your goals. Then we examine available options and develop a strategy. Next, we present our ideas and we implement what you choose. The last step is to monitor progress with an annual review.

Generally, it takes 2 to 4 meetings before clients are ready to implement our suggestions. However, the speed at which the process moves is set by you. Only when you are comfortable do we proceed to the next step.