Our Process
Experience Tailored Solutions That Begin With You
True wealth management is never one-size-fits-all.
At The FWP Group, we work to maximize your results through our 5-step wealth management process, which consists of investment consulting, advanced planning and ongoing relationship management.
Our Wealth Management Process:
Step 1:
Discovery Meeting
We’ll begin with a conversation about you and the things you hold most dear - from your passions to your goals, we’ll discover how we can best work together.
Step 2:
Investment Planning Meeting
During this time, we will replay our understanding of your situation, assess the current state of your needs and the objectives you outlined.
Step 3:
Mutual Commitment Meeting
It’s important to us that there is both a mutual fit and understanding when it comes to the recommendations presented. We will confirm your commitment and address any questions you may have.
Step 4:
45-Day Follow-Up Meeting
Some time after the implementation of your plan, we will further discuss your strategies and organize your account paperwork.
Step 5:
Regular Process Meeting
Over time, we will review the progress of your plan and implement any adjustments and advanced planning, as needed.
Remaining On Track For the Long-Term
Once we’ve built and implemented your comprehensive, personalized solutions, our line of communication will remain open in order to ensure your plan remains on track.