dISCOVERY MEETING

This meeting focuses on learning about your core values, financial goals, and desires. During our time together during your discovery meeting we will ask a multitude of questions, which will allow us to understand your current situation and the necessary steps to pursue your future goals. 

InVESTMENT PLAN MEETING

The Phillips Private Wealth Management team will present your customized investment plan and policy statement during this meeting, which will have been custom tailored for your financial goals. This detail oriented breakdown of your current standings will include our professional opinions and recommendations for an effective strategy to use and manage your outlined goals.

MUTUAL COMMITMENT MEETING

It is perfectly normal for you to have questions after reviewing your investment plan, and we are more than happy to answer each of them in an easy to understand format. We believe that it is important for our client's to be informed and educated throughout every step of the process, so you they can feel comfortable, and together we can continue to peruse their goals.

45 DAY FOLLOW-UP MEETING

Phillips Private Wealth Management allows 45 days for your accounts to be set up, finalized, and transferred, afterwards we meet to discuss the details of your new account statements, authorizations, confirmations, procedures, and paperwork. During this meeting you will also have the chance to see your newly founded financial strategy in place.

REGULAR PROCESS MEETINGS

After you have received your investment plan you will receive your advanced investment plan, an agenda that directly reflects the progress that has been made towards your financial goals. This plan will allow us to prioritize and perform routine check ups on your investments.