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Wealth Consultative Process

YOUR WEALTH, WELL PLANNED

At WellAcre Global Wealth Advisors, we follow a systematic consulting process for uncovering your most important goals and to design and implement appropriate solutions.

OUR INVESTING PROCESS CENTERS AROUND FIVE STEPS:

  • DISCOVERY MEETING

    The investment plan process begins during the Discovery Meeting with a discussion of your financial values and goals, as well as your key relationships, existing assets, other professional advisors, preferred process, and important interests.

  • INVESTMENT PLAN MEETING

    At this meeting, I present your diagnostic of your current situation and your recommendations for how I can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.

  • MUTUAL COMMITMENT MEETING

    At this meeting, I am ready to make a mutual decision about whether my services can add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. You and I also execute the documents necessary to put your investment plan into motion.

  • 45 DAY FOLLOW-UP MEETING

    When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you receive. At this meeting, I help you organize all that paperwork in a notebook that I provide. I also answer any questions you may have so that you understand exactly what is happening with your money.

  • REGULAR PROGRESS MEETING

    These meetings, which I schedule at intervals convenient to you, provide me an opportunity to review any major changes in your personal or financial situation since your last meeting. If these changes mean that I need to make adjustments to your investment plan, I do so. I also review your overall progress toward your long-term financial goals.

My Role as Your Advisor

This consulting process serves as your framework, but it is only the beginning. To ensure that your family’s most important financial issues are addressed as needed, I serve as your advisor and personal ‘chief financial officer.’ 

As your Advisor and your personal ‘chief financial officer’, you and I set the foundation of your financial house through this investment plan. Once this is in place, I address additional components of your financial picture as needed. With your wealth management plan to guide me, I focus on your broad areas of your financial life: 

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

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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.