How to Get Started
Wealth Management means much more than just buying stocks, mutual funds or annuities. Wealth Management is a continuous process. At Good Wealth Management, we understand the big picture –not just the investments. On this page we will explain how to get started with establishing a relationship with our firm.
Our Process starts with an initial meeting (complimentary) to get to know each other. In a relaxed atmosphere you will learn about our firm and we will learn about you; the goal is to explain our Wealth Management process, evaluate whether our team would be able to help you, and if it makes sense to work together (in some cases we may offer a referral to another professional that we think could meet your needs better than us).
Ready to get started?
Step 1. Contact our office to schedule your confidential consultation. This meeting should usually last 1 hour – in person (local clients), or over the phone (for clients outside the area).
Step 2. Once scheduled you will receive a reminder (phone or e mail) and a list of some documents you may want to bring.
Step 3.During the meeting we will discuss the services we believe we can offer in your situation (if any), and will determine the next steps.
Confidential Consultation: What to Expect?
A very relaxed “get-to-know-each-other” environment. You are important and thus we take the time to get to know you, your family, your lifestyle, your concerns, and your goals. Our goal is to ask about you and understand the big picture –not just the investments. Below are a few areas we may discuss in order to designate the type of planning needs you may have and the solutions that will be beneficial for you:
- Goals in meeting with us
- Priorities of your life goals
- Your interests
- Your personal relationships
- Your professional relationships
- Identifying your concerns, needs and objectives
- Your current financial circumstances
- Your preferred methods of communication
We will answer your questions during the confidential consultation but not a formal financial plan or any specific recommendations will be provided. We will also discuss our fees for Financial Planning (if required, depending on your circumstances) and our ongoing fees for other services. There is absolutely no obligation to you or us during this process. We believe it’s worth spending some time getting to know each other in order to make sure we are a good fit for you and you for us. We believe mutual respect and open communication are the foundation of long-term successful relationships that continue to grow with trust. But we agree that trust is to be earned, and we look forward to earning your trust.
Ready to schedule your Confidential Consultation? – Contact us at (540) 801-8000 or firstname.lastname@example.org.
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