Every organization has a process. Scientists have the scientific method, engineers have the design process, and the government has the legislative process. A process, particularly one of quality, is essential to ensure work is done efficiently and effectively.
Similarly, our four-step process at Trovato Wealth Management is fundamental to serving our clients efficiently and effectively. With over a decade to refine it, it is key to understand our process and why we have trusted it for many years. What is our four-step process?
1. Engage
When you first walk into our office we want to get to know you. We not only want to learn the ‘standard dossier’ most people discover; we take a step further to learn about your family members, health status, interests, and goals. These details are essential to effectively tailoring a financial plan unique to you. Factors that may seem insignificant could be crucial to developing your financial plan.
2. Plan
After we get to know each other, our expert team at Trovato Wealth Management works alongside our strategic alliances to develop a personalized financial plan. We use the valuable information we learned about you to ensure the plan will be the best solution for your needs, wants, and wishes. Between our team at Trovato Wealth Management and our strategic alliances, take confidence that we are working hard to make the ideal financial plan for you. We can always work alongside your attorney, CPA, or other trusted financial advisors. If we discover a need for one of these professionals, we can refer you to the ones we work with and trust.
3. Implement
After we finalize and review your plan, we meet with you to discuss it. We will walk you through each detail, ensuring you understand ‘what’ we have proposed and ‘why’ we think it is the best option. The ‘what’ involves presenting specific strategic investments, insurance, and planning recommendations. The ‘why’ involves presenting you with the pros, cons, risks, and costs of each alternative. The ‘what’ and the ‘why’ are essential for deciding if the plan is right for you, ensuring you make well-informed, appropriate decisions. After you fully understand the plan, we can put your plan into action.
4. Review
To no surprise, the world will continue to change. Your situation may even change. While the plan we put into action is designed with these changes in mind, no financial planner or advisor can see the future. We will regularly meet with you to assess any changes that may have occurred. We will compare actual results to initial assumptions and determine if any adjustments need to be made.
Our four-step process at Trovato Wealth Management is designed and refined to ensure we satisfy clients’ needs, wants, and wishes in their financial future. If you want to learn more about our process and experience it yourself, contact our office at (661) 864-7500 or visit trovatowealthmanagement.com/contact.
This document is intended for informational purposes only, and the material presented should not be construed as an offer or recommendation to buy or sell any security. Concepts expressed are current as of the date of this document only and may change without notice. Such concepts are the opinions of our investment professionals.
Commentaires