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The Grand Wealth Management ProcessTM


Our mission is to help our clients make the best use of the resources they have available. To do so, we use a five-step wealth management process to determine and implement the plan that will serve them best in reaching your goals. We’ve designed this process specifically to help us do three important things:  

  1. Understand each clients’ true goals, needs, concerns and opportunities
  2. Create the best possible plan for achieving those goals
  3. 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 a prospective client, their values, and their goals, and to assess their current financial state of affairs. At this meeting, we will identify the obstacles they face in achieving all that is important to them. We’ll look at where they are, where they want to go, and how we can maximize the possibility of getting there.

2.       The Wealth Management Plan Meeting. At this meeting, we present our complete analysis of the client’s current situation and recommendations for how we can bridge the gaps between where they are now and where they need to be in order to reach their goals. This plan forms the foundation for all of our work for the client.

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 for a client and if we should proceed. If all agree to work together, we will execute the documents necessary to put the investment plan into motion.

4.       The 45-Day Follow-Up Meeting. When a client has multiple investment accounts, it’s easy for them to become overwhelmed with the amount of paperwork. At this meeting, we help organize all that paperwork in a notebook that we provide. We’ll also answer any questions so that the client understands exactly what is happening with their money.

5.       Regular Progress Reviews. The progress reviews, which we’ll schedule based on a client’s needs, give us an opportunity to review any new developments in the client’s personal or financial situation. If these changes mean that we need to make adjustments to the investment plan, we’ll do so. During these meetings, we’ll also systematically review the client’s overall progress toward their long-term goals. We repeat this Regular Progress Review schedule as long as we are working together.

We recognize that a client’s situation and goals may change over time. We designed the Grand Wealth Management ProcessTM to accommodate new developments in their life. The process may be restarted whenever we mutually determine that a new analysis is warranted.

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