Menu
Process
At Lion’s Wealth, we follow a systematic consulting process for uncovering your most important goals and to design and implement appropriate solutions.
WEEK After Meeting
0
INITIAL FINDINGS
Diagnostic of current situation, our recommendations for moving forward and details on our investing approach
WEEKS Later
0
ACTION STEP:
Review plan for questions or
change
DAYS Later
0
ACTION STEP:
Aid in implementation as needed
DAYS Later
0
Advance planning
Comprehensive evaluation of the
entire range of financial needs with
our recommendations for moving
forward
DISCOVERY MEETING
Complete discovery
process
The investment plan process
begins during the Discovery
Meeting with a discussion of your
financial values and goals, as well
as your key relationships, existing
assets, other professional advisors,
preferred process, and important
interests.
INITIAL FINDINGS MEETING
Presentation of
preliminary financial
assessment
At this meeting, I present your
diagnostic of your current
situation and your
recommendations for how I 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
Confirmation of
commitment
At this meeting, I am 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 I also execute the
documents necessary to put your
investment plan into motion.
REGULAR PROGRESS MEETINGS
Review of progress
and implementation of
advanced plan
These meetings, which I 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 I need to make
adjustments to your investment
plan, I do so. I also review your
overall progress toward your long-
term financial goals.
EXPERIENCE MEETING
Organization of
account paperwork
When you have multiple
investment accounts, it's easy to
become overwhelmed with the
amount of paperwork you receive.
At this meeting, I help you organize
all that paperwork in a notebook
that I provide. I also answer any
questions you may have so that
you understand exactly what is
happening with your money.
DISCOVERY MEETING
Complete discovery
process
The investment plan process
begins during the Discovery
Meeting with a discussion of your
financial values and goals, as well
as your key relationships, existing
assets, other professional advisors,
preferred process, and important
interests.
INITIAL FINDINGS MEETING
Presentation of
preliminary financial
assessment
At this meeting, I present your
diagnostic of your current
situation and your
recommendations for how I 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
Confirmation of
commitment
At this meeting, I am 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 I also execute the
documents necessary to put your
investment plan into motion.
EXPERIENCE MEETING
Organization of
account paperwork
When you have multiple
investment accounts, it's easy to
become overwhelmed with the
amount of paperwork you receive.
At this meeting, I help you organize
all that paperwork in a notebook
that I provide. I also answer any
questions you may have so that
you understand exactly what is
happening with your money.
REGULAR PROGRESS MEETINGS
Review of progress
and implementation of
advanced plan
These meetings, which I 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 I need to make
adjustments to your investment
plan, I do so. I also review your
overall progress toward your long-
term financial goals.
Developing your unique Total Client Profile begins with our first Discovery meeting and the issues we discuss during that important encounter.
Your Financial Values
How does money a role in your life and why it is important to you?
What is your money story?
Your Financial Goals
What are your (financial and/or life) goals?
What are your priorities?
Your Relationships
What are your major assets?
How have they been acquired?
Your Assets
What are your major assets? How have they been acquired?
Your Advisors
What professional advisors are you currently working with?
Who have you worked with in the past?
Your Preferred Process
What type of process do you prefer when working with a professional advisor?
What hasn’t worked for you in the past?
Your Interests
What are your most valued personal interests?
What do you love to do/experience?
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.
This Level Of Insight Provides Several Important Benefits
- It allows us to construct an investment plan that will maximize the probability of achieving all that is most important to you and your family.
- It sets the foundation for our long-term relationship.
- It enables us to work with you in precisely the ways which you prefer.
Summary of Your Profile
Your Discovery Meeting will share many important insights into your financial situation, the challenges you face and the goals you seek to accomplish. The summary in the Total Client Profile reflects my understanding of these issues.
- Goals-Based Wealth Plan
- Investment Philosophy Statement
- Wealth Longevity Plan
Discover your financial potential.
Our discovery sessions take about an hour and a half. We will discuss all areas like your current financial state, where you would like to be, and see if we can identify some gaps and opportunities.
This process is designed to help determine if we’re the right team for you. If not, we have the resources to refer you to a different industry expert who might be better suited for your individual needs.