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How We Work
Getting Started
Our first priority is understanding your goals, then we can help you make the most of your resources to achieve those goals—if it’s important to you, it’s important to us.
Request a MeetingThe 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
The Wealth Management Plan Meeting
Presenting our recommendations to help you achieve your goals
The Mutual Decision Meeting
Making the decision to work together and getting started
The 45-Day Follow-Up Meeting
Organizing new account paperwork and answering questions
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.
“We are committed to our clients’ success, which we define as helping them to achieve their goals—if it’s important to a client, it’s important to us.”
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.
