1. Introductory Meeting
At this meeting, our primary objective is to ensure that your specific situation aligns with the services we offer and that we are well-suited to work together. We will take the time to get to know each other better, delving into a detailed understanding of your goals, concerns, and unique financial circumstances. This comprehensive discussion will help us establish a clear picture of your financial aspirations and any challenges you face, ensuring that we can provide the most effective and personalized advice.
2. Analysis, Feedback & Proposal
We will review your short- and long-term goals, priorities, retirement income sources, current investments, cash flow needs, and existing estate, tax, and legacy strategies. After this review, we will present our assessment and options, showing you how we can help you achieve your goals by safely growing your financial assets, with ample time for any questions you may have.
Given that your plan may encompass various aspects of wealth management and involve multiple generations, we may suggest coordinating strategies with your CPA and attorney to ensure comprehensive planning.
3. Think About It
We are dedicated to building long-term client relationships. Therefore, it's important to us that you feel entirely comfortable with your decision to partner with us, and we encourage you to take all the time you need to make this choice. Before deciding if we should work together, consider the following questions:
Do I/we like, trust, and respect the team at March Lutz Wealth Advisors?
Do I/we understand and agree with their investment philosophy?
Do their recommendations make sense to me/us?
Do I/we feel they have a good understanding of my/our goals?
Do I/we have any additional questions or concerns that need to be addressed?
4. Getting Started
If we mutually decide to work together, we will schedule a meeting to officially begin our relationship. During this meeting, we will provide all necessary paperwork for your review and signature, and request additional personal information to get started.
We will address any additional questions you may have and review what you can expect from us as your advisor. Additionally, we will outline the logistical next steps of our partnership.
Finally, we will initiate the process of onboarding you as a client, including transferring your assets to be held in custody with Raymond James and our team.