We serve business owners and successful families by following a clearly defined Wealth Management Formula that addresses key issues beyond investment management.
How we Do it
1
Discovery Meeting
What is your “why?” This critically important conversation helps us get to know you as a unique person. We want to ensure that we understand YOU, YOUR MISSION and the FREEDOM that you seek – not just your investments or advanced financial planning needs. If we believe we can help, we begin collecting the important pieces of your financial life.
2
Strategic Planning
This is your “how.” During this meeting, you are able to envision your financial plan coming to life. More importantly, it is an opportunity for you to visualize the life you WANT. We will discuss observations we have made and recommendations we may have. With your life goals at the core of the personalized financial plan we create with you, you are able to envision what is possible.
3
Mutual Commitment
Quality financial planning is a partnership in the truest definition. As our valued client, you will not be a passive participant in your financial journey. Every step we take towards your success, we will take together. As such, mutually committing to one another is the first critical step.
4
Regular Progress Meetings
Welcome to the family. Your relationship with Twelve Points goes far beyond your immediate advisor. We work as a collective to ensure your trust and faith are dutifully upheld. By the end of this meeting, you will know your whole team, how your financial journey will progress, and when actionable steps are required.
