The advisors of One Seven work diligently to provide our clients with the best services for their unique needs. We comprehensively overview your individual priorities and goals and then create a personalized plan we believe would work best for you.
01
Discovery
- Get to know the client
- Get to know One Seven
- Gather statements
02
Client Interview
- What’s important to you about money?
- What are your goals, both personal and professional?
- What would you like to achieve with your money?
- When you think about money, what concerns, needs or feelings come to mind?
03
Planning
- Complete Riskalyze Questionnaire and conduct analysis
- Complete Advize financial plan
- Develop investment strategy recommendations
04
Present Financial Plan
- Share financial plan with client
- Make revisions/additions
- Present updated recommendations with Mind Map
- Set expectations for ongoing communications and reviews
05
Onboarding
- Sign Advisory Agreement and other paperwork
- Gather any missing statements
- Provide custodian login and Black Diamond®Login
- Provide client with other recommended professional contacts (attorney, CPA, insurance)
06
Beyond the Balance Sheet
- Mind Map Updates
- Family Love Letter
- Estate and insurance education
- One Seven secure document storage portal
07
Ongoing Commitment
- Review changing needs
- Investment education
- Communicate about firm’s unique offerings including events, seminars, and charitable involvement