FINANCIAL PLANNING PROCESS

Sheets Smith Wealth Management advisors offer personalized service helping clients address their retirement planning, portfolio management or asset allocation concerns. Recognizing that every client has different objectives, we follow a comprehensive process which includes the following stages:

PLANNING

Initially your advisor will meet with you to review your existing asset structure, income sources, legal documents and retirement plans. We work with you to establish short- and long-term investment and financial goals and assist in determining a level of portfolio risk appropriate for your situation. We will consult with your other advisors for legal and tax advice.

ANALYSIS

After a thorough review and analysis of current asset structure, we make specific recommendations for asset reallocation or acquisition in the context of current economic and market conditions.

IMPLEMENTATION

Following your approval of strategic recommendations, we take appropriate action to implement your plan. Whether it involves the selection and acquisition of investments, a change in your estate plan, or the modification of retirement plans, we provide the expertise and initiative so that each objective is satisfied on a timely basis. We continue to monitor your financial position in light of your stated objective and expected results and meet frequently with you to provide updates.