Month 1
Once the Wealth Management contract is signed by the client, a meeting is scheduled to gather the client’s financial data. In this meeting, the client will complete a financial planning questionnaire and provide the required data so that asset transfers can begin.
Month 2
Once the data is organized and analyzed, the balance sheet and financial goals are submitted to the client for approval and financial plan preparation is begun.
Month 3
The financial plan is delivered and client is introduced to Pinnacle’s Wealth Management Service. Also, an investment proposal is prepared and delivered to the client.
Months 4-6
A first quarter meeting is held to review the client’s Wealth Management Agenda report and their financial plan action items.
Months 7-9
A second quarter meeting is held to review the client’s Wealth Management Agenda report and their financial plan action items.
Months 10-12
A third quarter meeting is held to review the client’s Wealth Management Agenda report and their financial plan action items.
Months 13-15
A fourth quarter meeting