Becoming a Client
When it comes to achieving your goals, you are best served by a deliberate process. Before you commit to a long-term relationship with us, step by step, we explore:
An initial Discovery Meeting focusing on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values, goals, personal, professional and institutional relationships, assets, and interests. Essential discovery questions are: What does financial success look like to you? What resources do you have? What challenges do you face?
Discovery Meeting Mind Map
In our Investment Plan Meeting, we present your Discovery Profile, which reflects our understanding of what you’ve shared with us. Based on your input, we fine-tune it as needed. You also receive our strategy document, including your proposed plan for bringing financial clarity to your life.
At our Mutual Commitment Meeting, we decide together whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a roadmap for coordinated action.
Recent Articles
- Riding Out the Turbulence
- Deal or No Deal
- Trust your instincts. Except in investing. How human nature can derail investment results.
- Should You Pay Off Your Mortgage or Invest?
- Balancing Your Investment Choices with Asset Allocation
Recommended Links
- Smith Koelling Dykstra & Ohm P.C. Certified Public Accountants
- Bright Sky Group, LLC
- Dimensional Fund Advisors
- Roth IRA
- College Savings 529 Plans
- College Financial Aid
- Social Security
Get In Touch
Solutions for Wealth Management, LLC
1605 N. Convent
Bourbonnais, IL 60914
Phone (815) 935-6636
Fax (815) 935-0360
Email Us