At Little & Associates Wealth Management, our goal is to help our clients live the one life they have to its fullest potential, while minimizing unnecessary risk.
1. Fact Finding Appointment
We value your time and want to make our first meeting as comfortable as possible. Getting to know you better and understanding your financial goals is our top priority. There will be no financial decisions made during our first meeting. During our first appointment we will collect all the necessary information to develop a plan for you. (This may require two meetings depending on the situation) We see investment planning as an ongoing process; therefore we engage in complete investment planning with our clients. Just as a doctor takes your medical history before making any treatment recommendations, we need to have a complete understanding of your financial health before giving you any advice. Once this appointment is over, using the information gathered during this meeting, we will begin to develop a plan specifically tailored to fit your unique needs.
2. Investment Plan Meeting
Using information gathered at the Introduction Meeting, we will begin to develop a plan specifically tailored to fit your unique needs. As a team, we will review the plan recommended for potential long-term success. We also discuss how your plan was determined and make sure you fully understand our recommendations.
3. Mutual Commitment Meeting
The primary goal for this meeting is to ensure that your financial plan is implemented successfully and as stress-free as possible. We will discuss how your plan was determined and make sure you fully understand our recommendations. We will complete the necessary applications and transfer forms with you to initiate the transfer of your investments to our recommended approach. You will then be added to our client data base for constant communication from our staff. We will keep you up to date on your account(s), as well as sending you our weekly newsletter pertaining to world markets. You will also receive invitations to our presentations or client events.
4. Strategy Meeting
Each year (or as needed) we come back to your goals and see what adjustments, if any, need to be made to the financial plan and discuss items for the coming year. We will review your account(s), and adjust recommendations where appropriate. We will be there for you, not just at the beginning of this journey, but along the way. Your interests first, every time.