A detailed planning process is the most effective way to focus on your financial future. Here’s a preview of how a new relationship with the Howe Team at U.S. Wealth Management would work.
No obligation video/phone call or face-to-face meeting
We’ll get a sense of what you’re looking for, listen to your concerns and priorities, and provide more detail about our firm and planning process. If we mutually agree that we’re a good fit, we’ll ask you to sign a client engagement agreement and start the discovery and planning process.
Discovery and planning meetings
We're all ears! We'll want to learn more about your family and priorities, what's most important to you, and what keeps you awake at night. Through detailed review and analysis of your statements and most important documents, our planning professionals will develop detailed analyses of your cash flow, balance sheet, and investment portfolios.
Recommendations and actions
We will not be shy in sharing our recommendations - the good, the bad, AND the ugly. We'll discuss a prioritized list of strategies and tactics to enhance your financial well-being and grow and protect your net worth. If you’re comfortable with our proposed investment management strategy, we’ll process the paperwork necessary to seamlessly move your portfolios to our care.
Ongoing advice and regular communication
Although you can expect regular check-ins and reviews, our goal is to build life-long relationships. The completion of your financial plan is just the beginning. We’ll help you implement the initial recommendations we’ve agreed to, celebrate your accomplishments, and help you respond to life events as they happen.
