Overview and Implementation

 

STEP 3: WEALTH STRATEGY PLAN OVERVIEW AND IMPLEMENTATION

Our third meeting, your Wealth Strategy Plan Overview and Implementation meeting, is scheduled following the opening of your accounts and completion of transfers. This meeting is to formally welcome you to our family and present you with your Wealth Strategy binder.  This includes an overview of your investment plan, including:

• Your Discovery Profile
• Your portfolio analysis
• Our recommendations
• An in-depth description of our methodology
• Action items for advanced planning
• What challenges do you face?

This binder is a valuable take-home resource, and a convenient reference/reminder of the care you are receiving through your partnership with Witt Mares Financial Vision.  If you have no changes at this meeting, we will begin to implement your plan.

Step 4: Regular Progress Meetings