“A goal without a plan is just a wish”
Experience a Process Built
On Communication and Transparency
As a team, our goal is to connect with you to determine what strategies are best for your circumstances. To that end, we believe in building a genuine and mutual connection, which begins with setting relationship expectations for both yourself and our team.
From our initial meeting to ongoing annual reviews, we’ll remain responsive to your needs and any questions that may arise.
Here’s What You Can Expect
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Step one
Introductory Meeting
During this time, we will discuss your current circumstances and goals, both personally and financially. This meeting will also involve determining which planning areas we need to focus on.
Step Two
Information Analysis Meeting
Next, we will analyze your financial information including your accounts, estate documents, insurance policies, etc. We may require additional conversation with you for clarification.
Step Three
Plan Design & Creation
A plan will then be developed that will include both hard copies and electronic documents. This can be uploaded to your personal dashboard via the Investor 360 website.
Step Four
Plan Presentation Meeting
This meeting will cover the fine points of your plan and outcome of the analysis. We will also outline the steps you need to take to implement our recommendations, in addition to clarifying any outstanding questions or concerns you may have.
Step Five
Implementation
Some of our recommendations may include making changes to your investment portfolio, policies or estate plan. If necessary, we can assist you by coordinating with your other financial professionals (i.e. attorney, CPA or insurance professional) and oversee everything to completion.
Step Six
Monitoring
Milestones and life events will inevitably occur, provoking an update to your financial plan. To this end, we suggest touching base on an annual basis to see if any changes need to be made.
We’ll Work As Your Lifetime Consultant
As life happens, you can feel confident that Grandview Partners will be by your side.
