At PWL, we use the following process for uncovering your most important goals, so that we can design and implement the best strategies for you.
At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.
At this meeting, we are ready to make a mutual decision about whether our firm can add substantial value and whether we should proceed. Should we choose to work together, we commit to work toward achieving what is important to you and your family. We also execute the documents necessary to put your investment plan in motion.
At this meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the blueprint, the foundation for all of our work together.
When you have multiple investment accounts, it’s easy to become overwhelmed by the amount of information you receive. At this meeting, we answer any questions you may have so that you understand exactly what is happening with your money.
These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward your long-term financial goals.
Learn about the Safe-Keeping of your Assets