Introduction & Discovery
- Get to know us, and we’ll get to know you!
- We’ll share what we’re about here at Turquoise and the value we deliver to clients
- Overview of planning process/fees
- What are your goals? How much risk are you comfortable with? What assets do you have and where?
- Begin explaining our premier tools and how to interact with our team
Plan & Implement
- We’ll start crunching the numbers and working on your unique plan
- We’ll prioritize goals and evaluate different scenarios to help you achieve them
- Share our recommendations for investment solutions and strategies based on plan results
- Finalize investment details and implement your preferred strategies
Monitor & Communicate
- Ensuring you stay on track!
- Semiannual reviews of financial plan and performance relative to your goals
- As needed access to your advisor team
- Regular communication
We typically meet with new clients several times in the first few months. This helps us speed up the process of getting to know each other and allows us to build a financial plan that truly reflects who you are as an individual