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OUR PROCESS


1 | DISCOVER

  • Understanding your financial goals, potential obstacles and preferences
  • Gathering Documentation
  • Opening dialogues with your accountant and attorney-if required

2 | SOLUTIONS

  • Personalize financial plan
  • Investment Portfolio
  • IWM Services
  • Implementation and transition schedule
  • Working together - briefings and reviews

3 | IMPLEMENT

  • Initiate the financial plan
  • Phase in the investment recommendations
  • Enroll in IWM services
  • Send transfer forms, consolidate assets
  • Review the forthcoming client statements

4 | MONITOR

  • Monitor progress according to the plan
  • Adjust the plan and investments when needed
  • Inform you, your accountant and attorney of anything you should be aware of
  • Help you navigate the financial decisions