Whether planning for your family or the future of your business, our goal is to be your complete wealth management partner. Every client relationship begins by getting to know your needs, wants, and long-term goals. Then, we develop, implement, and monitor a strategy designed to address your specific situation.
Our wealth management services are comprehensive. Because your needs are complex. Preparing for the future isn’t just about managing investments. We work with clients across every aspect of their financial life—from managing debt and improving cash flow to saving for higher education, preparing for retirement, and leaving a legacy. Our commitment is to utilize all our resources to help you pursue your highest potential.
Our wealth management services are tax smart. Because it matters what you keep, more than what you earn. Every financial decision you make has a tax implication, and we understand where to look to uncover tax-saving opportunities. We’ll collaborate with your CPA and integrate tax-smart strategies into your financial plan.
Our wealth management services are tailored to you. Because writing your next chapter in financial security is what winning looks like to us. We follow the steps below to design your unique plan, and we deploy our knowledge, energy, and commitment throughout its implementation to ensure your satisfaction.
Here is an overview of the process:
1. Discovery Meeting
During an initial discovery meeting, we’ll learn about your currently available resources, goals for the future, and any financial concerns you might have. We’ll identify potential obstacles to achieving your goals and ways Willis & Machnik can support your progress.
2. Financial Plan Meeting
After our discovery meeting, we’ll reconvene to present a draft of your financial plan, which outlines gaps in accomplishing your goals and specific strategies and solutions to fill them. This plan forms the foundation of our work together.
3. Mutual Commitment Meeting
With a roadmap in hand, we should mutually decide if Willis & Machnik is the right financial partner for your family or business. If we collectively determine that we can add value to your financial well-being and that it makes sense to proceed, we’ll commit to implementing your plan and begin paperwork to execute its strategies.
4. Follow-Up Meeting
When you have multiple investment accounts, it can be easy to get overwhelmed by the corresponding paperwork. At your follow-up meeting, we’ll help get your paperwork organized, sign you up for online account access, and answer any questions you might have. We want to ensure you always feel comfortable with what’s happening with your money.
5. Periodic Progress Meetings
Scheduled at intervals convenient to you, progress meetings provide an opportunity to discuss significant changes in your personal or financial situation that might necessitate alterations to your financial plan. During these meetings, we’ll review investment portfolio performance and adjust strategies according to your risk profile, time horizon, and current circumstances.
Our process is a framework for building your financial foundation, but it’s only the beginning. We’re committed to being your partner and providing support for life’s unexpected scenarios – whenever they might occur. Even after your financial plan is in place, we’re available for custom consultations any time you want to discuss a financial need, concern or opportunity.