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Wealth Consultative Process


At WellAcre Global Wealth Advisors, we follow a systematic consulting process for uncovering your most important
goals and to design and implement appropriate solutions.



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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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.

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.

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.

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 will serve as your advisor and personal ‘chief financial officer.’ 

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

  • Total Client Profile

    Everyone has different circumstances and aspires to different dreams. As your financial advisor, we can meet your needs well, only when we know you and your unique life situation well. We believe it is important for us to deeply comprehend not only your investments and other assets, but your most important values, goals, relationships and interests.

  • Investment Philosophy Statement

    The investment philosophy statement, or IPS, delves into substantially more detail on our investing approach and our strategic portfolio management process. It also provides summaries of the returns of key indices and of a range of hypothetical portfolios, as well as important disclosures, including the asset classes used to construct hypothetical portfolios, sources and description of data used and treatment of certain data.

  • Investment Plan

    The investment plan provides an overview of your client profile, our consulting process and my investment recommendations. It also includes brief descriptions of my philosophy.

  • Advanced Plan

    If, during our Investment Plan Meeting, we decide to work together, we will create your Advanced Plan. The Advanced Plan focuses on the four key areas of your financial life beyond your investments: wealth enhancement, wealth transfer, wealth protection and charitable giving. We will present this plan to you during our first Regular Progress Meeting.

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.

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Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

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