The Main Street Wealth Process
In addition to our extraordinary client relationships and dedication to charitable giving, we believe our bespoke process sets us apart from other wealth management firms.
01. DISCOVER
We start by understanding you — your goals, visions, and concerns. We then take a deep-dive into your financial data to holistically understand your current financial standing, as well as to uncover any immediate opportunities for growth. We look at everything from statements to insurance policies, wills, and trusts. This step of the process provides the groundwork necessary to formulate a comprehensive plan of action.
02. PLAN
After we’ve familiarized ourselves with the intricacies of your particular situation, we craft a plan proposal and presentation. You are in control of how you would like to work with us; you can be as hands-on or hands-off as you wish. Our plan presentation will outline your current situation, immediate objectives, long-term goals, and our professional recommendations. We will always explain our recommendations in-depth, and are happy to answer any questions that arise.
03. IMPLEMENT
Once you have a complete understanding of our recommendations and feel comfortable moving forward, it’s time to put the plan into action. We will help you take the appropriate action to turn your new plan into a reality by going to the marketplace to identify and purchase different investment vehicles, insurances, and so on. Rest assured that you will always know what we are doing and why we are doing it. We’re also happy to take a more consultative approach, whether that means advising you or your family’s personal planner directly.
04. MANAGE
Your new financial plan is just the beginning of an ever-evolving wealth strategy. The market is constantly changing, and stagnation is not an option when it comes to creating a lasting financial legacy. We will continuously monitor and review your plan and any financial instruments we’ve implemented to ensure that it adheres to you and your family’s goals and objectives. If you experience a life change or a shift in your goals, we will reconsider and react accordingly. We’re here to make sure that your plan is always up-to-date and aligned with your needs.
