our
approach
GO BEYOND WEALTH
CONSULTATIVE PROCESS
Investment Consulting + Advanced Planning + Relationship Management
When it comes to mapping out your financial future, our proven consultative process allows us to clearly understand the challenges associated with your immediate financial position and provide viable solutions to help you go beyond wealth and move into the future.
What to Expect
- Get acquainted
- Clarify your financial goals, concerns, and needs
- Find your personal risk score
- Discuss our investment philosophy
- Collect statements
What to Expect
- Diagnosis of current portfolio strategy
- Presentation of portfolio risk score & fee analysis
- Identify problems
- Discuss recommendations
What to Expect
- Confirmation of commitment
- Presentation of investment & income strategy
- Complete Investment Advisory Agreement
- Complete asset transfer paperwork
- Complete any applicable applications
What to Expect
- Status and organization of accounts
- Presentation of final plan
- Delivery of applicable contracts & policies
What to Expect
- Progress review
- Discussion and completion of any adjustments needed
- Advanced Planning
- Tax Mitigation Strategies
- Health & Long-Term Care Planning
- Wealth Transfer Discussion
Schedule a Complimentary 15-Minute Call
If you would like to learn more about WIS Advisors, or would like to schedule a complimentary consultation, please contact us today!
