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Wealth Management : Investment Plan Meeting
The Investment Plan Meeting
The second meeting takes place within two weeks of the Discovery Meeting. Here we present our analysis of your tolerance to risk and your existing financial position. We then formulate an Investment Plan.
As with any investment made in life—a family, a home, a university education—the best results are achieved by carefully constructing a plan and following that plan consistently over time. A well-crafted investment plan allows you and your trusted Morton-Wilson adviser to agree on specific investment goals and the strategies by which to attain those goals. We then discuss and agree upon the process for consolidation as we move these to our custodian and implement your new portfolio based upon clearly defined asset classes.
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