Our Process

Our exclusive and collaborative planning process involves the steps below.

~14 Days

STEP 2

Develop Comprehensive Wealth Management Plan

  • Comprehensive Investment Planning
  • Retirement Planning
  • Liability Management
  • Insurance Reviews
  • Education Planning
  • Business Succession
  • Charitable Giving
  • Family Dynamics
  • Estate Planning Strategies

STEP 3

Wealth Management Plan Meeting

In-person meeting to present comprehensive wealth management solutions

https://www.millenniumpw.com/wp-content/uploads/2022/11/mpw-icon-process-investment.svg

~30 Days

STEP 4

Review Investment Philosophy

  • Determine Risk Tolerance
  • Analyze Current Investment Portfolio
  • Develop Asset Allocation Strategy
  • Portfolio Construction

~45 Days

STEP 5

Investment Strategy Meeting

In-person meeting to present recommended investment strategy

~60 Days

STEP 6

Execute Investment Strategy

  • Open New Accounts
  • Transfer Existing Assets
  • Conduct Trades to Execute Agreed-Upon Investment Strategy

STEP 7

Follow-Up Meeting

In-person meeting to discuss:

  • First Statements
  • Organization of Paperwork
  • Setup of Online Account Access (and Review Online Resources)
  • Develop Schedule for Future Review Meeting
  • Schedule Wealth Management Plan Meeting

Ongoing

STEP 8

Execute Organizational Service Plan

Ongoing execution of tailored service delivery

STEP 9

Review Investment Strategy and Service Delivery Plan

Develop schedule for review meetings

Each client relationship is different therefore meeting dates may vary based on individual needs.