CLIENT PROCESS

The 5 phases of the Client Process

PHASE 1

Making Contact

PHASE 2

Getting to Know Each Other

PHASE 3

Your Investment Strategy

PHASE 4

The Makings of a Portfolio

PHASE 5

Welcome to Highlander

PHASE 1

Making Contact

Our approach to wealth management is as visionary as our customer service philosophy. We’d love to hear from you for an initial consultation.

Schedule a Meeting

PHASE 2

Getting to Know Each Other

The goal of our initial meeting, which takes roughly 20 minutes, is to introduce ourselves to each other.

  • We will listen to you to get an idea of your needs and values
  • Explain who we are, giving you a brief background on Highlander along with our general investment philosophy
  • If you want, we can even introduce you to our Mindful Finance technique for effective money conversations: Breathe, Feel, Speak. You can learn more about these techniques on our Podcast #6 
  • Explain the path to the next phase

PHASE 3

Your Investment Strategy

During your second meeting with Highlander we’ll tell you more about our investment strategy and gain an in-depth understanding of your needs, resources and goals.

  • We will assess your risk tolerance so we can propose a portfolio allocation
  • We will give you access to the My Money Mandala assessment.  A Mindful Finance assessment tool we created that brings awareness and intention to the habitual ways we interact with the financial aspect of our lives  
  • We will explain your investment options and how we can tailor them to your goals and values
  • We will create a suggested initial allocation for you, and explain the path to the next phase

PHASE 4

The Makings of a Portfolio

We will work together so that you are excited to move forward with your new portfolio.

  • We will review the portfolio allocation to ensure that you are confident in our mutual intentions for your investments
  • We will make adjustments as needed to give you a portfolio that both excites you and serves your needs, resources, and goals
  • We will prepare paperwork for your account(s), and explain the path to the next phase

PHASE 5

Welcome to Highlander

We will enter into a formal client-adviser relationship.

  • We implement your investment portfolio
  • We provide ongoing portfolio monitoring and management
  • You have access to us for consulting and decision making support needs as life moves forward
  • Mindful Finance becomes a part of your life

Ready to explore your investment options with us ?