One Seven

One Seven

Helping You Build the Practice You've Always Wanted

  • Who We Are
    • Company Overview
    • Leadership Team
    • Advisor Team
    • Community Commitment
  • What We Do
    • Planning Process
    • Our Expertise
  • Get in Touch
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Fidelity
    • Raymond James
  • Form CRS
  • Who We Are
    • Company Overview
    • Leadership Team
    • Advisor Team
    • Community Commitment
  • What We Do
    • Planning Process
    • Our Expertise
  • Get in Touch
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Fidelity
    • Raymond James
  • Form CRS
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Planning Process

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

Get in Touch

hello@weareoneseven.com
(216) 865-1700

Basecamp

24400 Chagrin Blvd., Suite 310
Beachwood, OH 44122

One Seven

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