Below we outline what a typical process looks like to each of our new clients. Each new member of our family has unique circumstances and, therefore, no two initial engagements are the same. For some clients, we begin our process with only a few meetings, for others, it takes longer.
Please use the tabs below to learn more about our meeting process:
Getting acquainted, discussing who you are, the life you lead, and your legacy. We'll take you through a series of questions in order to fully understand how we can assist you in creating a sound financial plan for the future.
INVESTMENT PLAN MEETING
Analysis of current investments, detailed explanation of our investment plan for you, recommendations to achieve goals. The Investment Plan Meeting usually takes place about two weeks after the Discovery Meeting, after we've had some time to complete our analysis and recommendations.
MUTUAL COMMITMENT MEETING
Fine tuning, discuss any adjustments to be made, mutually commit to work together to achieve success. The Mutual Commitment Meeting is usually scheduled a week after the Investment Plan Meeting. These two meetings can also be combined if you are ready to move forward.
Organization of paperwork, transferring any accounts, answering any and all questions. The Follow Up Meeting is scheduled approximately 45 days after the Mutual Commitment Meeting, but the entire process is flexible to benefit your schedule and current needs.
REGULAR PROGRESS MEETING
Begin Your Journey
As financial advisors in Long Island, our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.