Wealth Management Process
WEALTH MANAGEMENT PROCESS
We begin with a discussion and understanding of each client's unique financial aspirations, goals and objectives, which will serve as the foundation for developing a personalized Investment Policy Statement.
We conduct an in-depth, highly detailed review and analysis of each client's situation and then add value by applying our collective knowledge and understanding of multiple financial disciplines to each unique set of circumstances.
Our financial planning team works with various financial, tax, and legal professionals to provide a wide range of advice for our clients. In some cases, we serve as the financial coordinator for the team that our clients already have in place.
Massey Quick Simon follows the six steps of the Financial Planning Process, as set forth by the Financial Planning Association®.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Massey Quick Simon does not serve as an attorney or insurance agent. Massey Quick Simon does not prepare estate-planning documents or sell insurance products.