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As with any investment in life - a family, a home, a college education - the best results are achieved by carefully constructing a plan and then following that plan consistently over time.

Step 1: Discovery Meeting

At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how you and we can maximize the possibility of achieving those goals.

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Step 2: Investment Plan Meeting

At this meeting, we present your diagnosis of your current situation and your recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.

Step 3: Mutual Commitment Meeting

At this meeting, we are ready to make a mutual decision about whether my services can add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. You and our team also execute the documents necessary to put your investment plan into motion.

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Step 4: 45-Day Follow-up Meeting

When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize all that paperwork in a notebook that we provide. We also answer any questions you may have so that you understand exactly what is happening with your money.

Step 5: Regular Progress Meetings

These meetings, which we schedule at intervals convenient to you, provide me an opportunity to review any major changes in your personal or financial situation since your last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward your long-term financial goals. This meeting is also your opportunity to implement advanced planning recommendations that may be appropriate for your situation. We will present to you your advanced plan at your first Regular Progress meeting so that we can prioritize those areas of greatest importance to you and then begin to address them systematically.

Our Role as Your Advisor

This consulting process serves as your framework, but it is only the beginning. To ensure that your family’s most important financial issues are addressed as needed, we serve as your advisor and personal ‘chief financial officer.’

As your Advisor and your personal ‘chief financial officer’, you and our team set the foundation of your financial house through this investment plan. Once this is in place, we address additional components of your financial picture as needed. With your wealth management plan to guide me, we focus on your broad areas of your financial life:

Wealth Enhancement

Sophisticated tax mitigation techniques and cash flow planning are key to enhancing and protecting your wealth.

Wealth Transfer

Intends to find and facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets your wishes.

Wealth Protection

Is aimed at protecting your wealth against potential creditors, litigants, children’s spouses and potential ex-spouses

Charitable Giving

Helps fulfill your charitable goals. It is most effective when coordinated with the three services above.

In accordance with your stated priorities, we will raise these issues and make recommendations to you during your Regular Progress Meetings. Over time, this allows me to address all of your advanced planning needs.

Wellacre Global Wealth Advisors, Financial Planning Consultants, Santa Monica, CA