The Trailhead Process
At Trailhead Wealth Management, our mission is to help our clients achieve their ideal quality of life. For us, it is not just about focusing on investments and finances. We help our clients build the life they want, while making memories with their families and not having to stress about their finances because they know we are in the driver’s seat.
Service, Advice, and Simplicity are the center pieces of everything we do. We believe that client interests come before our own, comprehensive wealth management begins with a plan, that the simplest strategy may often be the best, and that transparency is essential.
And no matter what stage of life you are in, it is important to be prepared for what your future may hold. Our process can help you foresee financial circumstances down the road, and suggest the best strategies to use in preparing for what lies ahead.
We begin with a deep understanding of your financial priorities, and then we assist you with the appropriate wealth management plan and products to help you achieve those goals. Below is a glimpse at what you can expect when you work with us.
WHAT TO EXPECT
As your trusted advisor, we begin with a deep understanding of your financial priorities, and then assist you with the appropriate investment plan and products to help achieve those goals. Below is glimpse of what you can expect when you work with us.
Getting to Know You
Our first meeting is focused on getting to know you and your financial world through our team asking questions. The goal of this initial meeting is to identify your values, goals, key relationships and interests, as well as your assets and the other advisors you work with, so that we can best serve you moving forward.
Getting to Know You
Our first meeting is focused on getting to know you and your financial world through our team asking questions. The goal of this initial meeting is to identify your values, goals, key relationships and interests, as well as your assets and the other advisors you work with, so that we can best serve you moving forward.
Analysis & Recommendations
In this meeting, we will present you with a detailed investment plan based on what we uncovered together in the Discovery Meeting. This investment plan includes detailed analysis and our recommendations and will serve as the road map that can help you in achieving your goals. At this point, you’ll go home and review the plan carefully to ensure you would like to move forward with Trailhead. We strive for trusted, long-term relationships and want you to be happy with the plan before taking next steps.
Analysis & Recommendations
In this meeting, we will present you with a detailed investment plan based on what we uncovered together in the Discovery Meeting. This investment plan includes detailed analysis and our recommendations and will serve as the road map that can help you in achieving your goals. At this point, you’ll go home and review the plan carefully to ensure you would like to move forward with Trailhead. We strive for trusted, long-term relationships and want you to be happy with the plan before taking next steps.
Confirm Relationship, Set Goals, Account Paperwork
The goal of this next meeting is to make the mutual commitment to work together and to execute all the agreements needed to do so. First, our team will address any questions you may have about the investment plan we sent you home with after the previous meeting. Then, we will execute the documents required for us to begin working together.
Confirm Relationship, Set Goals, Account Paperwork
The goal of this next meeting is to make the mutual commitment to work together and to execute all the agreements needed to do so. First, our team will address any questions you may have about the investment plan we sent you home with after the previous meeting. Then, we will execute the documents required for us to begin working together.
Organization of Documents
In the weeks following the implementation of the investment plan, it can be easy to feel overwhelmed by the documents we executed together. The purpose of this next meeting is to help you understand and organize the financial paper work so you can move forward with clarity and confidence. We then set a time for our next meeting, which will be the first of regular progress meetings to review your progress towards meeting your goals.
Organization of Documents
In the weeks following the implementation of the investment plan, it can be easy to feel overwhelmed by the documents we executed together. The purpose of this next meeting is to help you understand and organize the financial paper work so you can move forward with clarity and confidence. We then set a time for our next meeting, which will be the first of regular progress meetings to review your progress towards meeting your goals.
Staying on Track
We hold regular meetings in which our team will assess your progress towards meeting your goals. We do this by asking about major changes in your personal or financial life; reviewing your investment position and progress relative to the investment plan; and reviewing advanced planning needs such as estate planning or charitable gifting. We will recommend a frequency for these meetings that we believe will be beneficial, but you will always have final say in the timing of your meetings.
Staying on Track
We hold regular meetings in which our team will assess your progress towards meeting your goals. We do this by asking about major changes in your personal or financial life; reviewing your investment position and progress relative to the investment plan; and reviewing advanced planning needs such as estate planning or charitable gifting. We will recommend a frequency for these meetings that we believe will be beneficial, but you will always have final say in the timing of your meetings.