Process
The Private Client Group helps navigate clients along their financial journey using a proven 5 step process:
The Introductory Assesment
Introductory Meeting
The Discovery Session
Definition of Goals & Objectives
The Professional Design
Strategic Analysis & Financial Plan Construction
The Wealth Management
Solution
Plan Presentation
The Collaborative Implementation
Plan Implementation
Ongoing Review
I. THE INTRODUCTORY ASSESSMENT
A team leader meets with client to introduce the services offered by The Private Client Group and describe the benefits of proper planning.
II. THE DISCOVERY SESSION
Through a personal interview process, we identify your short and long term financial objectives. We discuss your current financial situation and project where you would like to be at defined points in time. At this stage we collect all of your financial information and documentation. Combined with your future goals, this information is the basis upon which we make our recommendations.
III. THE PROFESSIONAL DESIGN
The financial information you provided to us in conjunction with your financial objectives are reviewed by all team members. Concepts, strategies, products and resources are selected to meet your objectives, and the financial plan is designed. If you have an existing plan, we will examine and analyze its strengths and weaknesses and recommend alternative solutions.
IV. THE WEALTH MANAGEMENT SOLUTION
A written strategic financial plan is recommended to you with a detailed explanation of the problems and the rationale for the solutions we are presenting.
V. THE COLLABORATIVE IMPLEMENTATION
We work together to put your plan in place.
Recommendations are implemented according to a prioritized schedule.
THE ONGOING REVIEW
Periodic review dates are established to determine the ongoing adjustments necessary to meet goals and objectives as a result of a change in your circumstances.
