Smart ideas about wealth

Wealth management

3. The mutual commitment meeting

At this point, we will be ready to make a mutual decision about whether we can add substantial value and how to proceed. If the decision is made to work together, we will commit to each other to work toward achieving your goals. Together, we will also execute the documents necessary to put your investment plan into action.

What to bring:

  • Any questions or concerns that you have regarding your investment plan. When you have multiple investment accounts, it is easy to become overwhelmed with the amount of paperwork you receive.

Select the next step in the strategic client consultation process:

Strategic client consultation process 1. The Discovery Meeting 2. The Investment Plan Meeting 3. The Mutual Commitment Meeting 4. The 45 day Follow-up Meeting 5. Regular progress meetings

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Bloomsbury thoughts

"...most [stock pickers and market timers] should go out of business – take up plumbing, teach Greek..."
Paul A. Samuelson, Nobel Laureate,” The Journal of Portfolio Management, 1974, p. 17-19