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Our GWM Financial Planning Process

Step 1

Discovery phase (5-15 minutes) - GWM will learn about your needs, expectations, and scope of an engagement in order to determine if we can meet your expectations.

Step 2

Agreement signing and data-capture: You will be sent an electronic agreement to sign via our secure site. You will also complete a questionnaire that will be used to determine the areas you need planning.

Step 3

Review (15 minutes)- We will contact you to review information provided to confirm accuracy.

Step 4

Presentation and Recommendation meeting (1 hour): We will present our findings, recommendations, and create an implementation schedule.

Step 5

Summary call: Within the last two weeks of the relationship, we will review what has been accomplished during the period and discuss your go-forward plans, regardless of if you choose to stay with our firm or not.

Step 6

Depending on your service arrangement, we will review your progress every 6 months, and revisit the plan in its entirety every 12 months, or if there is a major Life event (i.e. Birth, change in employment status, etc.).