Financial Planning & Wealth Management Process
At Sartorial Wealth, we serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. Using our financial planning and wealth management process, we customize all solutions to each client's financial needs, as no two clients’ situations are ever the same.
We engage with our clients similarly to how a high-end custom tailor would…
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In the first step of our Bespoke Process, we'll work with you to determine: what your current financial situation looks like, your goals, your concerns, and ultimately where you would like to be in the future.
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Based on your situation today, future financial requirements and risk tolerance, we build strategies to help fit the occasion. It is only after the collection of your personal and financial information do we know which direction to take in order to develop a plan that is bespoke to your specific situation.
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In this step, we will use appropriate tools to create the first draft of your 'custom fit' financial plan.
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Once the initial draft of your plan has been constructed and reviewed, we will determine if refinements need to be made, to ensure a ‘custom fit’.
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After the initial drafting and refinements have been made, we move to implement the strategies laid out in the plan.
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Annual review meetings help you stay on track. Review your current situation and goals, make ‘alterations’ for necessary changes, and modify the plan and strategies accordingly. Accountability is paramount, and execution is vital to the success of the plan. We deliver on our promises.