Our Process

Our Process

Introductory Consultation

Review Client Relationship Summary
Define the expectations of the client-advisor relationship
Introduction of our team and our individual roles and responsibilities
Data Collection – Our interview will include personal questions with regards to your income, expenses, planned expenditures, investment experience, and current investment holdings.
Identify short term and long term goals

Prioritize, Organize, and Strategize

We will analyze and evaluate your current financial status.
Your second consultation will include a customized presentation and written proposal.
We will define the scope of the relationship going forward based on our findings and recommendations.

Implement solutions & Monitor Progress

Take Action. If you choose to move forward with our proposals the next step in the process will be to open accounts and transfer assets, if necessary. (In person document signing or electronic account opening process available)
We provide consistent monitoring of all accounts
Proactive performance review meetings (semi-annual or annual)
Market Updates & email newsletters
Routine account maintenance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@reesewm.com | (937) 350-5178