Here is the PIERMONT process:
Consultation:
Identify your priorities, concerns & goals.
Introduce you to our wealth management services.
Review the financial planning process.
Discovery:
Review your completed in-depth questionnaire.
Review your financial, tax and estate planning documents.
Analyze your current investment portfolio & insurance policies.
Strategy:
Present our planning analysis & illustrations.
Recommend our investment strategy.
Illustrate our techniques to meet your financial goals.
Implementation:
Develop an implementation schedule.
Process the transactions to effectuate your plan.
Coordinate with your other professional advisors.
Review:
Meet to discuss any adjustments to your plan.
Confirm that your goals are being satisfied.
Review your cash flow needs, tax situation and portfolio performance.
Our analysis will determine an appropriate course of action for you. From there, we will create a comprehensive financial plan to satisfy your goals and meet with you periodically to review your financial situation.
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