How We Work

Getting Started

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The Grand Wealth Management Process™

Our top priority is to learn what is important to you and help you make the best use of your available resources. We will meet regularly with you to review your progress and help you make good decisions about investments, retirement, tax, estate, charitable, and other planning needs. You can learn more about the series of meetings in the Grand Wealth Management Process below:


The Discovery Meeting

Gathering information about your values, goals, and finances

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The Wealth Management Plan Meeting

Presenting our recommendations to help you achieve your goals

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The Mutual Decision Meeting

Making the decision to work together and getting started

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The 45-Day Follow-Up Meeting

Organizing new account paperwork and answering questions

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Three-Year Meeting Schedule

Regular progress meetings 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 wealth management plan, we’ll do so. At each regular progress meeting, we’ll typically concentrate on one area of your finances.

Over three years, this process should ensure that every aspect of your financial life is working effectively and efficiently. We continue to thoroughly revisit this planning schedule as long as we are working together.

Jeff Williams
Managing Principal, Grand Wealth Management

Jeff Williams
Managing Principal, Grand Wealth Management

Jeff Williams
Managing Principal, Grand Wealth Management

Investment Principles

While each client’s portfolio and goals are different and require different strategies, there are fundamental, evidenced-based principles that inform our overall wealth management perspective. Adhering to these principles ensures that our management is objective, not based on emotions, and that our clients’ probability of success is maximized.

Markets are highly efficient.

Security prices reflect the most current information available.

Risk and return are related.

Exposure to meaningful risk factors determines expected return.

Diversification is essential.

Diversification reduces uncertainty and lowers the risk of having “all your eggs in one basket."

Structure determines performance.

Asset allocation along size, value, and market exposure dimensions primarily determine the results of a broadly diversified portfolio.

Costs and taxes matter.

A fundamental truth of business: every expense reduces net return.

Investing can be more.

Environmental, social, and corporate governance-minded investing can align goals, finances, and values.