The greatest gift is financial confidence
Share with your friends and family the gift of a second opinion
In order to help the people you care about achieve their financial goals, we created a complimentary second-opinion service. We’re pleased to offer your friends, family and associates the same expertise and guidance that you’ve come to expect as a valued client of the WE Wealth Management Group.
What to expect from our second-opinion service
- Discovery meeting with your friends, family or associates.
- Return for the investment plan meeting.
- Confirm if they are on track to fulfill their values and achieve their goals with their current financial plan.
- We provide suggestions on ways we can help, or recommendations for another provider if we are not a good fit for their needs.
- Your friends, family or associates receive a Total Client Profile and personalized analysis of their current situation.>
Receiving The WE Process
We begin all relationships with The WE Process, including when we provide a no-obligation second-opinion for your friends, family and associates. The WE Process includes the following:
- The discovery meeting. We get to know our clients, learning about their values and goals.
- The investment planning meeting. We present an investment plan and advanced plan observations.
- The mutual commitment meeting. Both parties confirm their commitment to the shared investment plan and advanced plan. Work begins on issues identified in the advanced plan.
- The 45-day follow up. We organize a 45-day meeting to organize paperwork and establish regular progress meetings.
- Regular progress meetings. These are held to review your financial picture in light of changing circumstances both personal and market-driven.
If any of the above spurs an investment idea or you have any questions, please contact us today to set up a consultation.
