Consultative Wealth Management Process
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