This outline is customized for every client and potential client at Wealth Management Partners. We understand not everyone has the same goals for their financial future. Therefore we are always open to tailoring this process to meet your needs and lifestyle.

 

Initial Meeting

 

Getting to know each other. 

During this meeting our primary goal is to identify your financial goals and needs. Our team of advisors will help determine the most efficient way to move forward.

It is helpful to review the Financial Plan Checklist prior to this meeting.


Second Meeting

 

Question and answer period. 

We ask you to come prepared with some ideas as to how you envision your financial future.

We also ask that you bring copies of your current financial documents. Brokerage account statements, bank statements, insurance statements, etc.


Third Meeting

 

Presentation. 

During this visit you will be shown two presentations.

The first is a comprehensive financial plan. This plan will include the probability of success for the financial goals you expressed.

The second presentation is an outline developed by our team of how we would implement the plan. This covers; investment philosophy, investment vehicles and other items specific to your situation.

We review our service commitment to you and fee structure, along with a to-do list as needed.


Fourth Meeting

 

Account Opening. 

Once we have developed the financial plan appropriate for you and your family or business, we ask you to sign all the necessary documents for opening and funding your account.

This can be done electronically or in person.

We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.


Who We Work With

Our practice is growing. However, in order to respect our current clientele and continue to deliver the highest level of service, we will only add a small number of new relationships each year. Our minimum relationship size is $500,000 account value.

  • High Net Worth Families

  • Business Executives

  • Corporate Retirement Plans

  • Charitable Foundations