1.

Discovery Meeting

Schedule a free 30-60 minute consultation. A get to know each other conversation to define the advisor-client relationship and determine if it is a good fit.

2.

Collect Information

Information is key to building your wealth plan and financial success. It also helps your advisor understand your long-term goals, tax situation, risk management coverage, and legacy goals.

3.

Analyze

Your advisor analyzes your current financial situation and starts building out the unique investment policy statement that fits your needs. Further, your wealth plan is stress-tested with rigorous Monte Carlo simulations. Additionally, this step helps outline your risk tolerance.

4.

Follow-up Conversation & Engagement

We discuss in-depth your current situation and how Allied Integrated Wealth can help you. Then, if it is a good fit, we begin the asset movement process to Fidelity Investments Institutional. Here we determine together the best investment policy statement for you and your family.

5.

Design & Implement

Post asset transfer, your investment policy statement and your long-term plan are executed while simultaneously integrating your tax situation.

6.

Review

At least annually, or more if circumstances warrant, we sit down and review your investments and update your plan.