Over the last 20 years, our team has crafted a process to help you (and us) make an informed decision about working together.
Step 1: 'The Fit' Introductory Call
This is as simple as it sounds. In this 15-minute call, we’ll take this time to get to know you, what's important to you, and make sure that our expertise aligns to your situation.
Step 2: The First Meeting - Fact Finding
Once we determine that we may be a good fit for each other, we roll up our sleeves and get to work. At this point, we’ll start to analyze the areas of your finances that are most important to you.
Step 3: Our Analysis
Next, we'll take the deep dive into your financial landscape. Our goal is to answer following questions with confidence and provide a path to give you the best chance in achieving your long-term goals:
Are you on track for your ideal retirement?
Are your investments tax-efficient?
Are you managing your debt properly?
Step 4: The Second Meeting - Recommendations
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?
If you answered yes to all of those questions, we are truly grateful for the opportunity to work with you. Next, we will reconvene to take care of paperwork, discuss implementation steps, and answer any other questions you may have.
If you want some time to think it over, it's important that you take as much time as needed to make a decision.