Our Process
Why: We help you make informed and educated decisions about hiring our firm.
What: We will review your current plan and show you how we can improve your plan and reduce your tax bill.
Who: Diligent savers who have accumulated investment and retirement assets of $750,000 or more (excluding real estate).
No Cost or Obligation
We want you to know how we can help.
1. Initial Meeting
This is an initial meeting to get to know each other and make sure our expertise matches your situation.
The purpose is to gain clarity on your goals, concerns and unique financial situation.
If we aren’t the right fit, we’ll make sure to introduce you a firm who is better suited to your needs.
2. Analysis
We will review your current financial situation and answer your questions.
We will apply are understanding and expertise to analyze your situation and determine whether you are meeting your goals.
1. Are you on track to reach your long-term goals
2. How can your tax bill be reduced?
3. How can your investments be improved?
3. Assessment Meeting
In this meeting we will present our analysis of your current financial situation. You will see how we can improve your finances and accomplish your goals.
If you’d like to work with us, we’ll discuss the next steps to formalizing our relationship. If you aren’t sure, we encourage you to take time to think things over.
4. Think About It
We are interested in forming long-term relationships with our clients. We want you to feel completely comfortable with working with us. Prior to deciding, you may want to consider the following:
1. Do I trust Monthie Wealth Advisors?
2. Will the benefit exceed their cost?
3. Do I understand and agree with their financial planning philosophy?