Wealth Management Plan

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STEP 1 Discovery Meeting
A good Family CFO will learn about a family’s values, interests and aspirations, which can sometimes be a little uncomfortable in the beginning. To find the answers to these questions, your Family CFO will arrange for series of meetings that will cover every area of your financial life. In the first Discovery Meeting, John Charles will gather facts to understand where you are right now and where you want to go with your investments and your estate.

STEP 1 Discovery Meeting

A good Family CFO will learn about a family’s values, interests and aspirations, which can sometimes be a little uncomfortable in the beginning. To find the answers to these questions, your Family CFO will arrange for series of meetings that will cover every area of your financial life. In the first Discovery Meeting, John Charles will gather facts to understand where you are right now and where you want to go with your investments and your estate.

STEP 2 Investment Plan Meeting

At the Investment Plan Meeting, you’ll review the proposed plan with your Family CFO, look at specific recommendations made by your team, and discuss any questions or concerns you may have with the plan. Ultimately, the decision is up to you. You and your spouse share the role of Family CEO, making the big decisions. Your Family CFO just helps you make the right financial ones.

STEP 3 Mutual Commitment Meeting

If everyone feels confident with the proposed direction, a Mutual Commitment meeting will be schedule to formalize a working agreement.

STEP 4 45-Day Follow Up / Regular Progress Meetings

About 45 days after your Investment Plan is implemented, you’ll reconvene with your Family CFO to review all the paperwork and discuss how things are going. From here, you’ll have regular progress meetings to review the current status of your goals and to address any new things that have happened like an upcoming marriage or a change in employment.