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The Grand Wealth Management ProcessTM
 Our mission is to help you make smart decisions about your money. To do so, we use a five-step wealth management process to determine and implement the plan that will serve you best in reaching your goals. We’ve designed this process specifically to help us do three important things:
- Understand your true financial goals
- Create the best possible plan for achieving those goals
- Keep on track at each step of the process
Our Grand Wealth Management ProcessTM is based on a series of five meetings.
1. The Discovery Meeting. At our initial meeting, we’ll conduct a personal discovery interview. This meeting has two primary goals: to learn about you, your values, and your goals, and to assess your current financial state of affairs. At this meeting, we will identify the obstacles you face in achieving all that is important to you. We’ll look at where you are, where you want to go, and how we can maximize the possibility of getting there.
2. The Investment Plan Meeting. At this meeting, we’ll present our complete analysis of your current situation and recommendations for how we can bridge the gaps between where you are now and where you need to be in order to reach your goals. This plan will form the foundation for all of our work together. While you may be tempted to implement your plan immediately, we’ll wait until you’ve had time to thoroughly review it. We’re looking for a lifelong relationship, so we want to make sure you’re completely comfortable with every step of the process.
3. The Mutual Decision Meeting. At this point, we’ll be ready to make a mutual decision about whether or not our firm can add substantial value and if we should proceed. If we both choose to work together, then we’ll commit to work toward achieving everything that is important to you. We’ll also execute the documents necessary to put your investment plan into motion, and you will officially become a client.
4. The 45-Day Follow-Up Meeting. When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we’ll help you organize all that paperwork in a notebook that we provide. We’ll also answer any questions you may have so that you understand exactly what is happening with your money.
5. Quarterly Reviews. The quarterly reviews, which we’ll schedule every three months, give us an opportunity to review any new developments in your personal or financial situation. If these changes mean that we need to make adjustments to your investment plan, we’ll do so. During these meetings, we’ll also systematically review your overall progress toward your long-term goals. At each Quarterly Review, we’ll concentrate on one area of your finances. Over two years, this process will ensure that every aspect of your financial life is working effectively and efficiently. We repeat this Quarterly Review schedule as long as we are working together.
We recognize that your situation and goals may change over time. We designed the Grand Wealth Management ProcessTM to accommodate new developments in your life. The process may be restarted whenever we mutually determine that a new analysis is warranted.
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