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Your Total Client Profile

NO TWO INDIVIDUALS ARE ALIKE

Developing your unique Total Client Profile begins with our first Discovery meeting and the issues we discuss during that important encounter.

YOUR FINANCIAL VALUES

How does money a role in your life and why it is important to you?

What is your money story?

YOUR FINANCIAL GOALS

What are your (financial and/or life) goals?

What are your priorities?

YOUR RELATIONSHIPS

What are your most important relationships?

How have they impacted your life?

YOUR ASSETS

What are your major assets?

How have they been acquired?

YOUR ADVISORS

What professional advisors are you currently working with?

Who have you worked with in the past?

YOUR PREFERRED PROCESS

What type of process do you prefer when working with a professional advisor?

What hasn't worked for you in the past?

YOUR INTERESTS

What are your most valued personal interests?

What do you love to do/experience?

SPEAK TO AN ADVISOR

There's no time like the present
SCHEDULE A CALL

Everyone has different circumstances and aspires to different dreams. As your financial advisor, we can meet your needs well, only when we know you and your unique life situation well. We believe it is important for us to deeply comprehend not only your investments and other assets, but your most important values, goals, relationships and interests. 

THIS LEVEL OF INSIGHT PROVIDES SEVERAL IMPORTANT BENEFITS

  • It allows us to construct an investment plan that will maximize the probability of achieving all that is most important to you and your family. 

  • It sets the foundation for our long-term relationship.

  • It enables us to work with you in precisely the ways which you prefer. 

Summary of Your Profile

Your Discovery Meeting will share many important insights into your financial situation, the challenges you face and the goals you seek to accomplish. The summary in the Total Client Profile reflects my understanding of these issues.  

Goals-Based Wealth Plan
Investment Philosophy Statement
Wealth Longevity Plan
THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

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© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.