Our Process
A Look Into Our Process
Our process is designed to ensure a comprehensive understanding and management of your financial landscape:
Step 1: Discovery Meeting
We begin by getting to know you and your financial goals. This initial meeting sets the foundation for our partnership.
Step 2: Investment Plan Meeting
We'll create your personalized Investment Plan and Investment Policy Statement (IPS). This step includes a diagnostic of your current situation, our recommendations for moving forward, and details on our investing approach.
Step 3: Mutual Commitment Meeting
We solidify our partnership and mutual commitment to your financial success.
Step 4: 45-Day Follow-Up Meeting
This meeting allows us to review progress and make any necessary adjustments to your plan.
Step 5: Regular Process Meetings
Ongoing meetings ensure continuous evaluation and refinement of your financial plan.
The last three steps collectively form the Advanced Plan, which involves:
- A comprehensive evaluation of your entire range of financial needs with our recommendations for moving forward.
- Incorporating your professional network, a team of carefully selected professionals with expertise in key financial areas.
- A meeting between these professionals, where our team of specialists applies their expertise to evaluate all aspects of your financial situation and devise appropriate solutions.
At Messina Wealth Management, we are dedicated to providing you with the guidance and support needed to navigate your financial future with confidence.
Come to us for strategy— but stay for the partnership.
Don't come to us for investment strategy alone – we want to become your long-term partners in the financial decisions that shape their lives.