We’re So Happy You Are Here
As a new client, what can I expect the process to look like?
The Chlumsky Wealth Management Group uses a 5-Step Planning Process designed to provide customized, comprehensive wealth planning
Step 1: Fit Meeting
We use our initial meeting to discuss your goals and concerns to decide if our planning process and investment philosophy fits with what you are looking for. We will provide an introduction to our team and will discuss in detail what we do to provide you with exceptional service and a client-friendly experience. Our personal approach is designed to understand and address your specific financial goals and aspirations, ensuring your wealth is taken care of for you across all stages of life.
Step 2: Follow-Up Consultation
After our first meeting, we will then schedule a follow up consultation to gather the necessary information to open or transfer your accounts to our practice so that we can begin the process of fine tuning your plan! We know this process can be a little overwhelming, so we will have you fill out our client questionnaire so our team can better assist you. After gathering your financial statements/legal documents, we will have a better understanding of your current financial picture and build the perfect foundation to grow from.
Step 3: Onboarding
At this stage, we have a good understanding of your needs and objectives and will utilize your completed questionnaire and statements to open accounts and prepare paperwork for signature and begin any necessary transfer process. After the assets are settled in your account(s), it is time for one of our financial advisors to construct an investment plan based on your personal situation and take a disciplined approach that keeps your goals on track.
Step 4: Implementation
The primary objective of this step is to implement your custom-tailored investment strategy. We will take an in-depth look at your assets to analyze and devise a comprehensive agreed- upon strategy to meet your goals. Our team will establish scheduled meeting intervals with you to review progress on your accounts, make adjustments as needed and ensure you stay on track toward your financial objective.
Step 5: Ongoing Progress Guidance
Once your wealth plan is in motion, we’ll reach out to you to help you review your first statement, get you set up with our Online Access platform where you can view your account(s) and investment related information. Should you ever need anything, our team is always available to answer any questions or concerns you may have. We will continue to meet to review your plan and update it as your lifestyle changes.