Broker Check

Elite Wealth Planning Process

Discovery Meeting

Discovery Meeting

We will ask you a series of questions to really understand what is most important to you, what you would like to accomplish and what keeps you awake at night. We will determine where you are now, where you want to be and any gaps or obstacles that stand in the way. It’s our chance to get a very clear picture of you so that we can guide you in how best to achieve your most important goals.

Investment Plan Meeting

Investment Plan Meeting

At our next meeting, with the information you provided initially, we present a plan designed to help you make informed decisions toward achieving everything that is important to you. After a thorough discussion of the plan, you will take at least a week to review before deciding to move forward.

Mutual Commitment Meeting

Mutual Commitment Meeting

A mutual decision is made at the third meeting to determine whether we should work together to help you accomplish your goals. Should we choose to work together, we commit to each other to work toward achieving everything that is important to you and your family.

45 Day Follow-Up Meeting

45 Day Follow-Up Meeting

The 45 Day Follow-Up meeting is designed to help organize all the paperwork you have received and set up a system to keep it organized moving forward. We do not want you to feel overwhelmed but to have a clearer picture of your finances to help you continue to make informed decisions. 

Progress Meetings

Progress Meetings

Ongoing Progress meetings will be conducted to review any major changes to your personal, professional or financial life since our last meeting as well as the investment performance relative to realizing your financial goals. We will also help you implement your Advanced Plan through collaboration with your aligned professional advisors.