Step 4: The Second Meeting - Bringing It All Together
In this meeting, we’ll discuss where we can provide value to you and propose a strategy to get you where you want to be. Because selecting the right wealth manager is a big decision, it is important that you think about our approach and our recommendations when thinking of the following points:
1. Do I like and trust the Investment Consulting Group team?
2. Do I understand their investment approach?
3. Does their investment plan give me the confidence I need to move forward?
At the end of this meeting, we'll ask you if you are ready to move forward or if you'd like to think about it. Because our priority is to form long-term relationships, we want you to be comfortable with your decision. If you are ready to move forward, we'll prepare paperwork and begin to work towards your ideal financial life balance.