Consultative Client Process

The Five Step Process

1. At our initial meeting, we will conduct a discovery interview. With a series of questions, we will look at where you are, where you want to go. This will identify the obstacles you face in achieving all that is important to you.
2. At our second meeting, we will present our written findings regarding your current situation, our recommendations for how we can bridge the gaps in order to reach your goals, and your personalized investment, financial and/or retirement plan.
   This plan will form the foundation for our future relationship.
3. At our third meeting, we will be ready to make a mutual decision about whether Haisman Wealth Management, Inc. can add substantial value, and if we should proceed. If we both choose to work together, then we will commit to each other to work toward achieving everything that is important to you. At this point we will execute the documents necessary to put your plan and strategies into motion.
4. Our fourth meeting takes place when we are implementing your plan and strategies.  The implementation may become confusing or overwhelming. Therefore, at this meeting, we will help you sort out and organize your paperwork and strategies. We will also answer any questions you may have so that you understand exactly what is happening with your money and how it relates to your Plan.
5. Regular review meetings, which we will schedule at intervals convenient to you, give us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your Investment, Financial and/or Retirement Plan, we will do so. We will also review your overall progress toward your long-term financial goals.

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