Never Lose Sight of Your Financial Goals With Our Investment Planning Services
Every successful portfolio begins with thorough investment planning. Although every relationship is unique, we employ the following foundational steps to guide each client’s wealth management plan and asset allocation strategy:
Initial Wealth & Investment Planning Meeting
Our first meeting is focused on getting to know you as an individual and an investor. Before planning your financial future, we are committed to fully understanding where you are today. In this meeting, we will:
- Gather financial and personal information
- Review investable and non-investment assets
- Examine current, ongoing expenses and spending patterns
- Discuss significant investment objectives
- Define your investment personality, risk tolerance, and expectations
- Your Financial Management Presentation
Second Meeting
Our second meeting provides you with an often eye-opening view of your complete financial life. With information and understanding gathered in our initial meeting, we use our wealth planning tools to create a picture of your current financial circumstances and a plan to help achieve your stated objectives. At the Presentation, you will benefit from:
- Seeing a summary of your current assets, liabilities, and spending
- Creating a picture of how your financial circumstances align with your short and long-term goals
- Receiving our initial wealth management plan, which will guide your investment strategy
- Implementation of Your Investment & Wealth Plan
Implementation
Once we have agreed upon your initial wealth management plan and investment strategy, the Magellan Financial team will begin implementation. At this stage, we will work together to:
- Transfer your assets
- Implement your Tactical Asset Allocation
- Ongoing Contact about Your Wealth Management Plan
We maintain regular contact with every client, but our ongoing meeting schedules are determined by your preferences. Whether you prefer to meet quarterly or yearly, we are here to ensure you stay up-to-date with our continuing adaptations to your investment portfolio.
Have additional questions about our wealth & investment planning process? Contact Our Team of Financial Advisors For More Information
