Discovery Meeting: This is where we get to know you, your family, your hopes and your dreams. In short: What’s meaningful to you, now and in the future.
Investment Plan Meeting: Based on the information we gathered at our Initial Meeting, we’ll share our analysis and recommendations—and show you how we’re different.
Mutual Commitment Meeting: Feel like ASI is a good fit? Let’s make it official. At this meeting, we’ll move forward with our professional relationship.
Follow-Up Meeting: We’ll help you organize the paperwork you received, explain our statements and reports, and make sure you’re good to go on all aspects of this great new relationship.
Wealth Management Plan: This is where we go from recommendation to reality. Based on our initial analyses, we’ll create a comprehensive evaluation, offer strategies for Wealth Enhancement, Wealth Transfer, Asset Protection and Charitable Giving, then share with you for your review.
Regular Progress Meetings: It’s hard to know if you’re moving forward without regular progress reports. We’re always available to chat about your investments, but we also schedule quarterly meetings to review changes in your personal or financial life and make adjustments to your Wealth Management Plan as needed. Life changes. Your Wealth Management Plan should, too.
