Step 5

Step 5: Plan Implementation

Implementation of the Financial Plan is accomplished through the Wealth Management Process.  The Wealth Management Process is administered through regular progress meetings.  The order in which recommendations are addressed will vary according to individual client circumstances and priorities.  A typical progression in the first year might take place as follows:

  • First Progress Meeting - Review and implementation of Investment Policy Statement.
  • Second Progress Meeting - Review of portfolio reporting.  Review and implementation of insurance and emergency reserve recommendation.  Review of debt management.
  • Third Progress Meeting - Review of portfolio performance.  Review and implementation of estate planning strategies.
  • Fourth Progress Meeting - Review of portfolio performance and update of financial projections as required.  Review of your Financial Road Map and re-scoring of your Wealth Management Assessment.  Determine services and establish agenda for the next meeting.
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