5 Great Valley Parkway
Who We Are
Our Core Beliefs
What We Do
What We Do
How We Help
Who We Serve
Wealth Beyond Wall Street
Mission One Million
Getting to Know Client: During the first visit, we get to know our clients, understand their financial goals and discuss their current financial situation.
Describe Our Unique Approach: In this step, we explain our unique approach to wealth management and investment strategies, including our low-risk, low-volatility philosophy.
Provide Financial Questionnaire: We provide a financial questionnaire to gather more information about the client's financial situation, goals, and investment preferences.
Explain Compensation: We explain our compensation structure and any potential conflicts of interest.
Discuss Future Introductions: We discuss potential future introductions to other professionals, such as tax and estate planning advisors.
Review Financial Questionnaire: During the second visit, we review the financial questionnaire and gather additional information as needed.
Find Inefficient Strategies: We identify any inefficient strategies and find opportunities for improvement.
Discuss Alternatives: We present alternative strategies and investments to the client and explain the benefits of each.
Create the Plan: Based on the information gathered and the alternatives discussed, we create a comprehensive financial plan tailored to the client's goals and needs.
Take Action: The final step is taking action, implementing the plan, and regularly reviewing progress towards the client's financial goals.
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