A Refreshingly Different Approach
Each new client relationship begins with an initial financial plan. From there, you can decide how active you want to be in implementing and managing your plan going forward.
Each new client relationship begins with an initial financial plan. From there, you can decide how active you want to be in implementing and managing your plan going forward.
The first step is to schedule an introductory call with a Wealth Accel advisor. This complimentary call is an opportunity for you to learn more about us and gives us an opportunity to learn about you.
After the call, we will send you a personalized initial planning proposal. The proposal will outline the services we recommend and the cost for the initial financial plan.
The typical initial planning process will consist of the following meetings:
At the end of the planning process, you will have the option to take your plan and implement it on your own or have us do it for you by becoming a wealth management client.
As a wealth management client, we will manage your investments, monitor your financial plan, and keep you moving towards reaching your goals.