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Wealth Management Process
Our holistic (comprehensive), objective approach to planning without question is the number one reason clients say they entrust us to oversee their financial futures. To better serve you, we have outlined a Wealth Management Process to help manage your expectations and to educate you on how we can work together to align your resources with your life’s goals.
DISCOVER | DREAM | DESIGN | DELIVER
Get Acquainted Phone Call*
We begin every engagement with a phone call to learn more about you, what you are looking to gain from an advisory relationship, and to discuss the possibility of working together. (*Please email info@tandemgrowth.com if you would like to schedule this no-obligation phone call.)
Lay the Foundation Meeting
This meeting allows us to mutually explore a relationship with each other and to determine if we are the right firm to help you meet your planning objectives. We educate you on our planning and investment philosophies in order to manage your expectations and clearly communicate our value proposition.
Engagement Letter
After the first meeting, we will send an engagement letter outlining the strengths, opportunities, and weaknesses uncovered during our initial consultation. The letter will include our fee estimate as well as an outline of how we may work together.
Discovery Process/Design Consultation
Once a planning engagement is established, we begin the discovery process to help you uncover, prioritize and realize your most important life goals. This thorough fact finding session reviews your life transition goals, income and expenses (cash flow), assets and liabilities, savings goals, insurance, and estate planning documents.
Financial Blueprint Plan Delivery
At the plan delivery we will review your financial goals, balance sheet, detailed cash flow schedule, federal/state tax estimates, insurance summary, needs analysis in the event of disability, estate plan analysis, survivor need analysis, retirement planning, education funding analysis, and planning recommendations.
Implementation and Portfolio Design
After evaluating and fine-tuning the plan, we begin implementation to put your plan to work for you.
Wealth Management System (Quarterly and Annual Reviews)
Implementation and Monitoring Is Key! Once your financial plan and investment strategy is developed and implementation begins, our Wealth Management System (WMS) provides a systemized method for monitoring progress toward your goals. The WMS, one of our key service differentiators, is a series of quarterly phone reviews to ensure at least one of the five key areas of wealth management is being examined quarterly.
Ready to get started?
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