Process

PROCESS
Five Steps to Effective Wealth Management

STEP 1.
A free initial consultation is set up to learn more about you. We will discuss your current situation, your needs, your goals, and your investment philosophies. From there, we can determine how RCM can be of the most service.

STEP 2.
In this phase, we gather much more detailed quantitative and qualitative information about you and your family. This information forms the basis of the financial analyses that follow.

STEP 3.
Based on all of the information provided so far, your investment adviser will align your objectives with your available resources, review your important documents, isolate any deficiencies, and prepare a three to five year forecast of your financial position.

STEP 4.
Your advisor work with you to discuss the feasibility of various options. Based on these discussions and on all of the information up to this point, you will receive a written proposal that includes an overview of your short- and long-term goals; your current financial strengths and weaknesses and implications for the financial plan; your financial objectives anchored to current resources; a detailed summation of all recommendations, showing pluses and minuses; the financial plan from mutually selected recommendations; a comprehensive economic overview of your financial plan, supported by financial statements; a step-by-step implementation and monitoring plan.

STEP 5.
Ongoing, we can stay with you, monitor your progress, and help you implement the plan.