Concerned about a market crash? Understand the impact with a Portfolio DeepScan®
Financial Planning Built On Innovation®
Through technology integration and video conferencing software, we have created a personal and immersive virtual planning experience that focuses on understanding YOU, before giving investment advice.
Our Virtual Planning Process
With the use of video conferencing, screen-share technology, and an encrypted file exchange, our virtual process maintains the human element of an in person planning meeting, while adding an unprecedented level of convenience.
A Simple 5-Step Approach
Step 1: Financial Planning Review
Duration: 1 Hour
Location: Video Conference
We start the process by briefly discussing your current financial goals, existing investment accounts, and reviewing any immediate planning concerns. Through this process we will be able to determine exactly the scope of work required and any costs associated. If we find any key areas that need to be evaluated, we will become your financial planning fiduciary and begin gathering the remaining data to build your plan.
Step 2: Data Gathering
Duration: 25 Minutes
Location: Online Process - No Meeting Necessary
After we have an understanding of the financial outcomes you are looking to achieve, we will begin taking an inventory of your current financial situation. Though our streamlined client onboarding portal you will be able to upload all the necessary information by completing a simple 1-page form and attaching a few key documents. If you need any support during the process, our Wealth Concierge team is only a phone call away and will be happy to walk you though the portal.
Step 3: Analysis Review
Duration: 45 Minutes
Location: Video Conference
Once we have the data necessary for your plan, we will complete a comprehensive analysis which shows where you stand today financially and how your current investments align with your financial goals. During this web conference, we will educate you on how all of your current accounts work, how much you are paying for them, and give you a full understanding of their role within your financial plan.
Step 4: Case Design & Strategy Creation
Duration: 2 - 5 Business Days
Location: Internal Analysis - No Meeting Necessary
After your Analysis Review, we will design a personalized plan to align your investment decisions with your financial goals and concerns. Through our open architecture, we will vet multiple industries for investment solutions and build you a personalized strategy that has purpose, accountability, and is tailored to your planning needs.
Step 5: Strategy Review & Implementation
Duration: 1.5 Hours
Location: Video Conference
Strategy implementation is a collaborative process that involves asset movement and changes in systematic savings. During this step, we are restructuring existing investment strategies and assisting you to change inefficient savings habits, in order to to create investment patterns aimed at maximizing wealth.
Through screen share technology, we will explain the pros and cons between various savings strategies and investment options and discuss how they apply to your financial plan. Our priority is give each investment decision a specific purpose so that there may be proper expectations and accountability in the future.
Our Review Process
Once we have fully implemented your initial plan, we will set up a regular schedule with your investment specialist to review your progress. Our Wealth Concierge team is also always available to support you with any account service requests or questions related to your strategy.
The Review Process
Investment Review
Price: No Cost
Duration: 1 Hour
Location: Video Conference
In this meeting we discuss current market conditions, review account performance, and suggest strategy changes when necessary.
Annual Planning Review
Price: Varies based on services (See Service List)
Duration: 1 Hour
Location: Video Conference
After a full year of service, the fiduciary retainer with your web based financial planner expires. Since even the most successful financial plans need periodic refinements, you have the option each year to extend your planning relationship and run further analysis to keep your plan current.