Our Clients
Client On-Boarding Process
Discovery and Onboarding
(First 30 Days)
Explore goals, values,
and current position
⇣
Outline assets to be managed
and services to be provided
⇣
Establish account structure
and funding method
⇣
Define base case
and alternate scenarios
Highlight cost/benefit of each
Ongoing Relationship
(Continual)
and Track Progress
Take action on wealth
planning conclusions
Define strategy and
agree on measurement
⇣
Financial Service Providers
Coordinate efforts and strategy
with periodic communication
between outside advisors
Incorporate policy/law changes
⇣
At least semi-annually,
review wealth plan
and progress together
⇣
Adjust Strategy With Life Events
Births, marriages,
career changes,
goal changes, etc.
Making financial decisions in the right context is a challenge – both art and science. Employing a team approach with detailed analysis and pointed conversations can help to achieve the right balance.
This information is for educational and illustrative purposes only, is not a recommendation or investment advice, and is not indicative of future results. Individual results and circumstances will vary. Neither Stifel nor its associates provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.