Broker Check

Private Client Experience

Our Private Client Experience

We have designed a process to help you (and us) make an informed and educated decision about working together.

Learning our process will give you a framework for evaluating us and other firms you might be considering.

Here are the highlights

No Cost or Obligation – we want to know exactly how we can help before you pay

4 Big Answers – you will finish with answers to the four biggest questions about retirement

15-Minute Call – the very first step is a 15 minute phone call with our team

1: Initial Phone Meeting

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

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

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 the profession’s top experts to answer the following four critical questions:

  1. 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?)?
  2. Are you overpaying your taxes?
  3. Can your portfolio be improved?
  4. Can you eliminate, or at least reduce threats to your retirement?
4: Second Meeting

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 reach 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

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, trust, 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

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.

Schedule Your 15-minute Phone Call


You can sign up for our monthly e-newsletters which includes hand-picked financial planning articles to help you make good decisions with your money.

You can also call our direct line at (248) 805-1123 if you just have a few questions for us. Our blog might be a great resource for you, too.

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