We'll start out with a brief call to learn more about one another. This gives us a chance to get a general idea of where you are today and what's on your mind. You'll be able to ask us questions and learn a little about our processes. This is also where we decide if we're a good fit for each other.
If we've both decided to go forward, we'll have an initial meeting, either in person or via Zoom. Before we meet, we'll give you a simple checklist of information to gather. This will give us a clearer picture of your current financial situation and will help us dig more deeply into the questions that brought you to us in the first place.
You'll love this! This is when we will give you our observations about your current situation and your plans for the future. We'll share some specific ideas to consider as we give you the full picture of how we will work together to help you reach your life and wealth goals. If you are ready to move forward, we can arrange to have you sign forms so that we can get started. Or, if you need more time, we can wait until you let us know you are ready.
When you are ready to move forward, we will complete the paperwork needed to open your accounts, transfer assets, and go over what you can expect from your partnership with Clearstone Wealth Management.
Next, we will start implementing your personal plan. In addition to reviewing our investment philosophy, we will discuss the customized strategy we have designed for your portfolios. We'll also make certain you know how to review your accounts at any time via your online portal.
Finally, with your accounts active, we'll agree on our goals for the first year as we complete your initial comprehensive wealth plan. We'll then begin our regular review process where we'll plan to get together regularly to make certain your personal plan stays current with any changes that might come up.
Investment advice offered through IPI Wealth Management, Inc. 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
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