Harvest Wealth Management for Life Process

The Harvest Wealth Management for Life process consists of six steps. This process ensures our CFP™ professionals can thoroughly review your financial situation and long-term goals before formulating a specific strategy.

Step 1: DISCOVERY MEETING

The first step in the Harvest Wealth Management for Life™ is a face-to-face introductory meeting for us to get to know one another to identify and understand your goals, vision, special concerns, needs, objectives, and expectations. We also gather and review your financial documents and information and discuss your overall risk profile.

Step 2: ANALYZE AND EVALUATE

After the initial meeting, we will analyze your financial information, identify planning solutions, and evaluate alternatives. It is our fiduciary duty to develop a goal-based financial plan and recommendations designed to meet your desired objectives.

Step 3: WEALTH MANAGEMENT PLAN MEETING

Your Wealth Management Advisor will present and review with you a comprehensive Wealth Management plan in detail. This includes a summary of the information we gathered at your Discovery Meeting and an analysis of your goals, the current probability of success in meeting those goals, and the investment plan and recommendations necessary to achieve success.

Step 4: MUTUAL COMMITMENT AND PLAN IMPLEMENTATION MEETING

Once we agree to move forward, we will open the new accounts, transfer existing assets and execute agreed-upon investment strategy. Involving your team of professionals (CPA, attorney) in this stage of the process helps in the efficient implementation of a variety of strategic solutions. We will refer you to our extensive professional network should the need arise.

Step 5: ORGANIZATIONAL FOLLOW UP MEETING

After the transfers have completed and you’ve received your initial statements, we will meet in person with the objective of organizing your financial documents and helping you understand the statements and general correspondence from our firm. This includes providing you access to online accounts and developing a consistent schedule for future appointments.

Step 6: REGULAR PROGRESS UPDATES AND LIFETIME FINANCIAL MANAGEMENT

Harvest Wealth Management for Life™ is a proactive and ongoing process. We consider your personal financial plan to be a living document. We will monitor, review, communicate regularly, and make adjustments when required to help ensure the success of your long-term wealth strategy. During these regular updates together, we will implement your Harvest Wealth Management for Life™ process strategies along with the help of your team of professional advisors.

THE PROFESSIONAL NETWORK

The Professional Network is a team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions.

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