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.

  • 1. Discovery
  • 2. Strategy
  • 3. Commitment
  • 4. Follow up
  • 5. Progress

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 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.

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.

DOWNLOAD NOW

Spend 20 minutes with us.

Every client journey begins with a conversation. To discover whether TCI is a good fit for your financial planning needs, call us to schedule a quick, completely free, low-risk call with an advisor. It’s that easy, seriously!

(877) 733-1859

Your Name

Phone Number

Email Address