Introductory Meeting
This initial meeting is simply a meeting for us to get to know each other. During this meeting we will learn what is important to you in life and how money has shaped you during your life. We will also provide more detailed information on how the financial planning process works. By the end of this meeting you should have a clear vision of what it will be like working with Weingarten Associates.*
Initial Financial Plan
Once we agree to work together, we will start work together on the creation of your customized financial plan. This typically involves 3-4 meetings over the course of a couple of months. At the end of this Initial Financial Plan process all clients will have a written financial plan with specific recommendations as to how to improve their financial lives.
Ongoing Wealth Management and Accumulation
This is where we bring things all together. While it is great to have a financial plan, it is much better to implement the plan. We will provide the ongoing financial planning, investment management, and tax work. For other areas of your financial plan (estate and insurance) we will work with you and outside professionals to ensure that recommendations are implemented correctly. Since life is always changing we will come back to your financial plan often and update your plan as necessary. Most importantly, we will also hold you accountable to ensure that you are meeting the goals that you articulated in the Initial Financial Plan phase.
*For prospective clients of the Wealth Management Service or Wealth Accumulation Plan, there is no cost for this initial meeting. For project-based clients we offer a 15-minute phone call to determine the scope and appropriateness of our services