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The MoneyEdge Process

While rep-advisers may choose their own system the process we teach to develop a large, thriving client base using the MoneyEdge is simple but effective.

  1. An initial Discovery Meeting - we discuss your goals and objectives, and help to identify financial opportunities you may have now and in the future. We mutually define the client’s personal values and financial goals, understand their time frame for results, and determine their tolerance for risk. This meeting is always complimentary.
  2. Establish the relationship – we explain the financial planning services to be provided to the client and define their role, our responsibilities, including a clear discussion of fees and how often periodic reviews are conducted.
  3. Analyze and Evaluate - We analyze the client’s information and documents to assess their current situation and determine what they must do to meet their goals. This may include analyzing assets, liabilities, cash flow; insurance coverage; investments; retirement planning, college and estate plans; charitable gifting; tax strategies; or other services as needed.
  4. Implementation - We set up a financial planning engagement arrangement based on the level of service the client desires and then come to an agreement on how the recommendations will be carried out and clearly define which steps need to be completed to execute the plan.
  5. Ongoing Service – based on the financial planning service level chosen, each trusted adviser monitors the client’s evolving financial situation, makes adjustments as necessary and coordinates the entire process with them and if applicable, with their attorneys and accountants.

As part of our ongoing service, the MoneyEdge becomes a living breathing document, allowing periodic updates but also building a history for the client to monitor their progress.