STEP 1
Blue Folder Meeting: The Discovery Process
The MPW Blue Folder is a folder provided to new clients with a meeting checklist, agenda, and necessary deliverables.
Identify your goal, values, dreams, special concerns/challenges
~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
~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