What You Can Expect
As we begin to build our relationship with you, our focus is on learning. The team of experienced financial advisors at Meeuwsen, Hope & Jaques Wealth Management Group listens intently to each individual client, gathers information about his or her goals and objectives, considers all the surrounding factors and conditions, and then comes up with a plan suited to fit the client's unique needs.
Our goal, in these meetings, is to get to know your circumstances as well or perhaps even better than you.
Quality Assurance
We understand that not every advisor can be a good fit for every client. In our first meeting, we will introduce you to our team, our process, and our approach. Our goal is get acquainted with you and your financial needs, and then decide if it makes sense for us to work together.
Discovery Process
After getting to know each other, we will then engage in an intense and comprehensive discovery process to uncover all the details of your wealth situation, including strengths, risks, and opportunities. We'll gain a complete understanding of exactly what you want your plan to accomplish.
Defining Objectives
Once we have a definitive understanding of your current situation and goals, we will analyze what we have learned and define a clear investment strategy that focuses on your key issues and addresses potential problem areas.
Implementing the Plan
We can then begin putting your strategy to work for you. We'll establish any necessary new accounts, initiate the account transfer process, and provide online access instructions. In order to make everything as easy to understand as possible, we'll also conveniently organize important information and details about your specific plan.
Performance Review
After the initial execution of your plan, we'll continue to coordinate and oversee your investment portfolio, making sure it stays on track with your goals. Quarterly performance reports and periodic review meetings will keep us up to date with any changes in your life, and we will keep you up to date with our progress on an ongoing basis.