Step 1: Exploratory Meeting
We believe that each potential client is unique and deserves a personalized approach. That's why we offer an exploratory meeting, free of charge, where we can delve into your financial situation and determine how we can add value through our top-notch planning and implementation process, as well as our exceptional investment management services.
During this meeting, we take the time to get to know you, your current financial situation, and your goals for the future. We understand that your financial aspirations may be diverse and multifaceted, which is why we strive to provide tailored solutions that fit your specific needs.
Prior to the meeting, we have every client complete a “Prospective Client Questionnaire.” This allows us to obtain a general understanding of your financial life and be more prepared for our meeting.
Step 2: Analysis & Proposal
Following our exploratory meeting, if we believe that our services can bring significant value to your financial life, we will conduct an in-depth analysis of your situation. This analysis is custom-tailored to your unique goals and needs and is conducted at no cost to you, as we understand that prioritizing your financial objectives requires careful consideration.
Through this analysis, we aim to gain a comprehensive understanding of your financial position, including your assets, liabilities, income, expenses, and future goals. By considering all relevant factors, we can provide a personalized proposal that addresses the most critical aspects of your financial life and goals.
Step 3: Proposal Review / Second Meeting
After conducting a thorough analysis of your financial situation, we will present you with a comprehensive proposal that outlines specific areas where we can add value and work together to implement a customized plan. We do not hand you a document and say, “there’s your plan”! We work with you toward a goal of getting your financial life to where you want it.
During our review of the proposal, we take the time to listen to your concerns and priorities, and we provide detailed guidance on the most critical aspects of your financial plan. We understand that transparency is critical in all aspects of our work, which is why we openly discuss fees with you. This includes our best analysis of your current fees, as well as a clear understanding of how we charge for our services.
Need some time to think about the proposal? No problem! Our goal is not to rush you into a decision, but rather present you with our analysis and suggestions so you can make the most informed decision regarding your financial future.
Step 4: Implementation
At Hamilton Wealth Management, we believe that wealth management is not a one-time event, but an ongoing process that requires a dedicated and proactive approach. We strive to be your personal CFO, providing guidance and support in all matters that impact your financial wellbeing.
To achieve this, we meet with our clients on a regular basis and stay in touch through various communication channels, including phone, email, and newsletters. Our objective is to keep you updated on the latest developments in the financial landscape and identify areas where we can add value by re-evaluating and implementing your financial plan considering changes in your personal and financial circumstances.
Our commitment to ongoing communication and collaboration ensures that we remain informed about changes in your life and can adjust our approach accordingly. We are dedicated to helping you navigate the complex world of finance and achieve your financial goals, both now and in the future.
