Personal Wealth Management
Our 5-Step Process
Our consultative process begins with learning about you and what is most important to you and to your family.
We begin each new engagement with a time-tested, collaborative process. This allows us to have an open dialogue where our advisors learn about your values and goals while working with you to tailor a plan to help you meet those goals.
1. Discovery Meeting
This first step is a casual, yet focused 90-minute conversation where our advisors learn about your current situation, your values, the goals you would like to achieve, and how they can help you maximize the possibility of achieving those goals. You also have the opportunity to learn about us and how we work.
2. Investment Planning Meeting
At this meeting, our advisors present a review of your current situation to determine whether or not you are maximizing the probability of success. If you are, they will tell you. If you are not, they will share recommendations for how we can bridge the gaps in order to help you reach your goals. This is a detailed review and if we decide to work together, it will be the foundation of our work together.
3. Mutual Commitment Meeting
This is our third meeting and if we get here we have decided that we are a very good fit to work together. We often call this our “paperwork meeting” as we are now ready to come to a mutual decision that Mammini Company can add substantial value and impact on your financial health while planning for your future success.
4. 45-Day Follow-Up Meeting
You are now a valued client and we try to make your life easier by helping to organize and make the process easy and seamless. Our advisors review new account statements, account set-ups and ensure you are comfortable with all account access information. They spend time answering any questions you may have about the process thus far to ensure you are comfortable with everything.
5. Regular Progress Meeting
These meetings provide us with an opportunity to review any major changes in your personal or financial situation and review your overall progress toward meeting your long-term financial goals. Our advisors will also begin the implementation of advanced planning that may include wealth preservation, tax mitigation, and charitable planning.