Our Wealth Management Process
We deliver wealth management from a carefully crafted process which has been recreated and refined over the past decade.
Our process for delivering wealth management is a carefully crafted set of steps that we’ve recreated and refined over the past decade.
At the beginning of each prospective client engagement, we invest considerable time so we can truly what you value most, what you seek to attain in terms of personal and financial goals, and also who is most important to you. We then invest between four and twelve hours collaborating with our professional partners to develop recommendations to help improve upon your current financial approach. We are committed to this initial investment of time, even before create a formal client-advisor relationship, as we want to be sure that both you – and we the advisor – are truly aligned before moving forward.
DeLarme Wealth Management
In this introductory meeting, we’ll invest approximately 90 minutes together asking dozens of questions so we can better understand what you value most in life, what goals you have, who is important to you, your expectations for working with an advisor, and more.
Investment Plan Meeting
In this meeting, we’ll review what we learned about you in the Discovery Meeting so we can confirm that we have a solid understanding of who you are and where you’re trying to go. We will also share an investment policy statement and an investment plan, personalized for your unique situation.If there’s a basis in which we can add value, we’ll let you know. If not, we’re happy to introduce you to someone who can.
Mutual Commitment Meeting
At this time, we’ll answer any remaining questions. Then, we’ll formally begin our Client-Advisor relationship by signing the appropriate account documents.
We’ll meet with you after a month or so to review your first statement and answer questions. We’ll help you make sense of the online tools and your account portal, as well as help you understand your periodic account statement.
Regular Progress Meeting
These meetings will take place at an interval of your choice, and in a setting that you prefer – phone, face to face, or skype. In these regularly scheduled meetings, we will review your advanced plan as well as the portfolio performance and the progress toward your important financial goals.
Learn more about our process
We look forward to speaking with you.