Your
first-year schedule for Wealth Management Services will look
like this:
Inception
Month 1
Month 2
Month 3
Month 6
Month 9 |
Data
Gathering
Data Verification and Cash Flow Review
Retirement Planning and Introduction to Investments
Investment Recommendations and Implementation
Estate Planning
Insurance Needs and Policy Review |
After the first year, we offer to meet with wealth management clients quarterly to review investments and
revisit all planning topics. Other wealth management services are available as
needed. Summit will also post quarterly investment reports online to the secure client website. |
