1: Initial Phone Meeting
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Neurosurgeon if you needed heart surgery.
If we aren’t a good fit, either way, you’ll leave the conversation with an action plan: we’ll gladly introduce you to a firm who may be better suited to your needs.
2. First Office Meeting
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get crystal clear on your goals, intentions, challenges, and opportunities unique to your situation and circumstances.
Before this meeting, we will request a few important documents. This data will drive our analysis and result in plain-English answers to the four critical questions.
3: OUR ANALYSIS
This is where the magic happens.
We will apply 15+ years of experience, thousands of hours of training, studying, and mentoring by dedicated specialists to answer the following four critical questions:
- Are you on track to reach your long-term goals (e.g., Can you afford to retire? or Can you live a work-optional lifestyle?)?
- Are you overpaying your taxes?
- Can your portfolio be improved?
- Can you eliminate, or at least reduce threats to your retirement?
4: Second Meeting
This is where the rubber meets the road.
With the analysis complete, we will have a second meeting to review the results.
In plain English, we will explain exactly what you need to do to pursue your financial goals. We will also answer the four critical questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm works to improve your finances.
At the end of this meeting, we will ask you if you would like to begin working with our firm or if you’d like to sleep on it.
5: Underwrite
We are looking for long-term client relationships, not a quick transaction.
To help you make a smart decision, you will want to answer these questions:
- Do I like, value, and respect the Sherman Private Wealth team?
- Do the benefits outweigh the cost?
- Do I understand and agree with their investment approach?
- Do their financial planning recommendations make sense?
We will follow-up within a few days to determine how you would like to move forward.
6: Third Meeting/Getting Started
We are truly honored to be working with you. Before the fun begins, we will regroup (via phone or in-person) to answer any outstanding questions and set expectations for the new client process.
Before this meeting, we will have sent you a detailed breakdown of this process and addressed any concerns.