Wealth Strategies Process
The Allied Wealth Strategies consulting process involves the following key steps.
Meeting 1 - Discovery Meeting - We explore what’s important to you and identify key financial information for the investment plan.
Meeting 2 - Investment Plan Meeting - We present our customized investment plan for you to consider.
Meeting 3 - Mutual Commitment Meeting - We mutually decide to work together and if so, begin implementing your investment plan.
Meeting 4 - We begin sharing your client profile with our expert team and devising solutions to your advanced planning needs. At this meeting we'll answer questions as well as help you organize the stack of paperwork you received after we opened new accounts for you.
Meeting 5 - Advanced planning ideas are discussed and then action items prioritized.
Ongoing - Regular Progress Meetings - Advanced planning strategies are implemented and monitored. Major changes in your personal or financial life are updated.
Please contact us if you have any questions or a scenario you would like to discuss with us.