A collaborative process
Together, we'll set measurable goals, then we will create strategies that move you towards those goals. As your priorities shift over time — from saving for your child's college fund to investing for retirement to beginning to spend your nest egg in retirement, for example — we ensure your money is properly allocated and you're taking advantage of every opportunity.
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No-cost exploratory consultation
We'll talk about your current situation, future plans and financial goals. You'll get an idea of what it's like to work with Main Street Wealth Management while giving you the opportunity to learn more about the values, philosophy and capabilities of Main Street Wealth Management. If we both feel like it's a good fit, great! If not, no problem.
Set clear goals
Next, we'll continue the data gathering process. This provides me with an overview of your current financial situation, helping me become more aware of your life goals, and to organize and prioritize your goals.
Analyze and create strategy
We'll then develop and discuss a suggested plan of action needed to address your goals and objectives. This plan will give a clear picture of the strengths and weaknesses of your current financial situation. We will discuss what you'll invest in, when, tax implications and all associated risks.
With the strategy in place, our team will build out your portfolio based on everything already discussed. Accounts can now be established and transfers may begin. You'll receive regular updates as to the status of any transfers that takes place.
Monitor and review
We'll meet periodically to review your portfolio's performance, adjust your goals, optimize your allocations and discuss any changes that might take place due to changing market conditions. We will also access your progress towards your goals and objectives. If you have questions or want to discuss something at any time, we're just a phone call or email away.