Our Wealth Management Process

At McCord & Wheeler Financial Services, PLLC we follow a process to guide our clients in achieving their goals and objectives. This comprehensive method focuses a great deal on 8 Wealth Management Issues, which we believe our clients will face when planning for their financial futures.  In today's complex financial world, clients need someone to guide them through this course of developing a strategy, while monitoring it on an ongoing basis. 

   

Discovery
 
The first phase in the process is to meet with the client and obtain a clear understanding of their financial and personal goals, their time horizons for those goals and their comfort level related to risk.
 
Analysis
 
Once the Discovery is compete, the information gathered is reviewed and a strategy is developed to pursue the individual client’s goals and objectives. This phase of the process includes such areas as analyzing assets, liabilities, cash flow, risk management, current *investments and strategies related to tax issues.
 
Presentation and Implementation
 
The client is next presented with recommendations that address short and long-term goals in a clear straight-forward manner to insure they thoroughly understand the recommendations and alternatives. Implementation is putting the recommendations into action and taking a pro-active approach to assist the client in meeting their financial goals.
 
On-Going Management
 
The results of the implemented plan are continually assessed to insure the client’s objectives are being addressed. We meet with the clients periodically to review strategy and make appropriate adjustments to insure the overall plan stays on track.

 

 

*These services are offered by Lafe Wheeler through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.