Our Foundations Process
Meeting cadence to explore if we are a fit to work together
If you’re a business owner considering your exit or approaching retirement in the next three to five years, you’re probably asking yourself one or all of these questions:
For those who are exploring if our team is the right fit and vice versa, there is no cost or obligation to go through this process. We simply want to explore how we may be an asset to your family prior to engaging in a formal relationship.
If you’re a business owner considering your exit or approaching retirement in the next three to five years, you’re probably asking yourself one or all of these questions:
- How do I minimize my taxable income?
- Can I continue my current lifestyle when I slow down or quit working altogether? Are the right protections for my family in place if/when I pass away?
- Is my investment plan right for me?
For those who are exploring if our team is the right fit and vice versa, there is no cost or obligation to go through this process. We simply want to explore how we may be an asset to your family prior to engaging in a formal relationship.
‘Fit’ Meeting | In Office/Virtual
This meeting allows us to understand your intentions, your situation, and gives us both a chance to make sure your needs match our practice.
- What Is Important to You, Your Family, and Your Legacy?
- Understand Your Goals, Priorities, Concerns, and Unique Financial Situation
- Overview of Our Philosophy, Planning Strategies, and Process
- Is There a Fit?
Our Analysis Behind the Scenes
We will utilize our team’s years of experience and our firm’s robust resources to help address the questions you may have:
- Analyze Current Investments and Potential Complications
- Discover Where and How We May Add Value as Your Life Unfolds
- Utilize Portfolio Analysis Tools and Financial Planning Software via Stifel Wealth Planning to Assist in Guidance
Planning and Strategy | In Office/Virtual
This is where the rubber meets the road. In this meeting, we will present our findings on how our team proposes to seek to improve your financial situation.
- Presentation of Wealth Management Process
- Discuss Current and Future Investment Approach/Strategies
- Explain Team Structure/Service Model
Do We Work Together? At Least 48 Hours
You will want to ask yourself these questions:
- Do I Trust and Respect the Skidaway Wealth Advisory Group?
- Do I understand and agree with their process and investment philosophy?
- Does their guidance make sense?
Will the benefits of working with them outweigh the cost?
Onboarding/Paperwork | In Office/Virtual
During this scheduled time, we answer any outstanding questions and begin gathering pertinent data to onboard you as a client.
- Welcome Kit
- Signatures and Wealth Tracker Login
- Review Service Matrix
- Begin Transfer Process