Your Journey to Financial Success
After we’ve had a chance to get to know each other and discuss your goals and expectations, we’ll ask if you would like to move forward with our firm.
If you do decide to become part of the NHWM family, this is what your journey of becoming a client will look like:
1. The Discovery Process
What do you want to achieve?
What are your main concerns?
Goals, dreams, family legacy?
Gather Financial Data and Asset Information
2. Financial Check-Up
Perform an in-depth analysis of your current financial situation
Assess your comfort zone for downside risk and upside gain (risk tolerance)
Compare your current investment strategy, along with your risk tolerance, and financial goals to see if they are aligned
3. Comprehensive Wealth Management Recommendations
We will discuss your current financial strengths and weaknesses
Offer recommended solutions to reach your goals with the highest probability of success
4. Client Onboarding and Strategy Deployment
Complete documentation to open and transfer accounts
Develop your personal written financial plan
Implement our comprehensive long-term financial strategy
5. Check Point Reviews:
Ongoing monitoring and review of investment management
Regular adjustments and updates of changes in financial status
- Track progress towards financial goals