THE CLIENT EXPERIENCE
At Perfected Wealth Management, we are deeply committed to helping families build strong financial foundations. Our process provides an experience that combines sophisticated financial planning with genuine relational connection. We believe that to build a meaningful Wealth Plan, we must first thoroughly understand our clients' goals, aspirations, and dreams, which comes only through taking the necessary time to get to know them.
As Stephen J. Covey once said, "Begin with the end in mind," and that's precisely what we do. By understanding the outcomes our clients desire, we can craft a roadmap that leads them toward their dreams and aspirations.
The First Meeting
During our first meeting with you, our focus is entirely on you. We want to get to know you on a personal level, to understand what’s important to you, your life goals, business aspirations, family dynamics, and even your hobbies and interests. The more we know about you, the better equipped we are to craft a Wealth Plan that is sophisticated and uniquely yours.
Building A Wealth Plan
Now that we know all about you, we can start building out a Wealth Plan. This is where we take a deep dive into everything we discussed in The First Meeting. We work with our experienced Investment Committee to build a portfolio that is in line with your investment personality. We also coordinate with your CPA and/or attorney in case there are any tax or estate questions that need to be answered.
The Presentation
In this meeting we discuss the financial plan. We take an in-depth look into all the recommendations and discuss the “why” behind each of them. All questions you have are answered in detail.
Ongoing Management
When you become a client of PWM we implement an ongoing management plan that makes sense for you. The plan will involve multiple in-person and over-the-phone consults every year. It is in these meetings we review your Wealth Plan, make sure it is up to date, and that we are on track for hitting all your goals.
Begin with the end in mind.
Let’s take the first step in pursuing your financial goals, together.