Our Process
At TCI, the core of our client relationships is to ensure that one’s entire financial picture is considered upon design and implementation of his or her investment plan. This approach to wealth management considers not only investment consulting but also the advanced planning issues of estate planning and tax management, as well as wealth transfer and preservation. We strive to deliver this expertise while maintaining a superior level of client service.
Start your process
Contact our staff to begin the process of your customized financial plan.
DISCOVERY MEETING
The goal of the first discussion is to figure out what makes you tick financially. You’ll cover seven areas: values, goals, relationships, assets, other advisors, contact preferences and interests. Your advisor needs to understand what matters to you most.
FINANCIAL STRATEGY MEETING
Two weeks following the Discovery Meeting, you will meet with your advisor to discuss your Financial Strategy. Before making your final investment decisions, you’ll explore three areas: how much risk do you feel comfortable taking, what is your time horizon, and what is your required rate of return.
MUTUAL COMMITMENT MEETING
Now comes the big decision – it’s time to make a commitment. We’ll formalize the relationship and the new investment plan.
45-DAY FOLLOW-UP MEETING
A check-up meeting. We’ll organize all of your account paperwork, confirm that you’re comfortable with the relationship, and address any outstanding issues.
REGULAR PROGRESS MEETING
To help ensure that we’re staying on track and meeting your goals, we’ll review your progress on a regular schedule. Life happens, so we’ll use these meetings to make any minor adjustments to your investment plan.
Please Note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. TCI does not serve as an attorney, accountant, or insurance agent. TCI does not prepare legal documents or tax returns, nor does it sell insurance products.
The Informed Investor
At TCI, the core of our client relationships is to ensure that one’s entire financial picture is considered upon design and implementation of his or her investment plan. This approach to wealth management considers not only investment consulting but also the advanced planning issues of estate planning and tax management, as well as wealth transfer and preservation. We strive to deliver this expertise while maintaining a superior level of client service.
Let's talk.
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
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