Consultative Wealth Management Process

Ryan Hobbs Investment Services, Inc.

Wealth Management Consultative Process

 



DISCOVERY MEETING


Complete discovery process


 


INVESTMENT PLAN MEETING INVESTMENT PLAN AND IPS


Diagnostic of current situation, our recommendations for moving forward and details on our investing approach


 


MUTUAL COMMITMENT MEETING


Confirmation of commitment


 


45-DAY FOLLOW-UP MEETING


Account paperwork organization


 


REGULAR PROGRESS MEETINGS


Review of progress and implementation of wealth management plan

 

 

Click here for a graphical illustration