Discovery Meeting
The primary objective of the Initial Meeting is to construct your personalized Financial Road Map®. During this session, you will delve into seven key areas: your values, aspirations, relationships, assets, other advisors, preferred means of contact, and specific interests. It is essential for your advisor to gain a deep understanding of what holds the greatest importance to you.
Financial Strategy Meeting
Two weeks after the Discovery Meeting, you will have a follow-up session with your advisor to delve into your Financial Strategy. Before reaching any definitive investment decisions, you will examine three critical aspects: your need, willingness, and ability to take risk, your investment time horizon, and your required rate of return.
Mutual Commitment Meeting
Now arrives the pivotal moment – it's time to make a dedicated commitment. We will formalize the relationship and solidify the new investment plan.
45 Day Follow-Up Meeting
A follow-up meeting. We will streamline all your account documentation, ensure your satisfaction with the relationship, and resolve any remaining matters.
Progress Meetings
To help ensure that we’re staying on track and meeting your goals, we’ll review your progress on a quarterly schedule. Life happens, so we’ll use these meetings to make any 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. NCAM does not serve as an attorney, accountant, or insurance agent. NCAM does not prepare legal documents or tax returns, nor does it sell insurance products.
