STEPPING INTO THE PROCESS
All clients know exactly what we will do for them before we get started, because we implement our 3-Meeting Process at the beginning of our relationship. This allows every prospect to test-drive our firm and begin the wealth planning process with a thorough review of our service offerings and a clear picture of your financial life in its entirety.
Meeting No. 1: Introduction
Learn about you and your priorities, and your finances
Explain our philosophy, cost structure and service
Introduce team members
Ask us questions
Know if there’s a good “fit” for us to meet again
Meeting No. 2: Plan Design
Get a clear picture of your financial life and portfolio today
Design a blueprint of your investment plan
Make sure you’re on track toward your various financial goals
Show you how well your current portfolio fits your goals
Look closely at your current risks, investments, future costs, income sources and employee benefits
Meeting No. 3: Recommendations
A written set of recommendations is custom prepared for you that includes both planning and investment recommendations
Learn how our recommended strategy differs from your current investments and plan.
Review changes (if any) and explain why they make sense for you to consider
If you decide to partner with BWM Financial Group, we begin addressing these planning items as soon as you’d like.
If you decide not to hire us, the plan and recommendations are yours to keep. We’ll do our best to make sure you find value for your time spent.