Discovery
1
Our Process
Plan defense
(internal)
2
Evaluation
3
Engagement
4
Implementation
Review
Propose
1
Discovery
It starts with a conversation.
During this initial meeting, we’ll have an in-depth conversation to fully understand your personal financial goals, important relationships, interests, values, assets/liabilities, and investment preferences.
2
Plan defense
(internal)
Creating the best plan possible.
Plan Defense is an internal peer review of your plan. This important step ensures that all our best ideas are included and key assumptions have been thoroughly vetted by our advisor team. This is a unique process to Adero and helps strengthen every plan we create.
3
Evaluation
Your wealth management plan.
In our second meeting together we will present your financial planning results, our analysis of your current investment portfolio, our recommended strategy, and a variety of advanced planning opportunities.
4
Engagement
Let’s get started.
Our client on-boarding process includes account opening, a consolidation roadmap, a discussion of your portfolio transition and tax considerations, and any necessary modifications to your financial plan.