The WLA Process

The WLA Process outlines the basic steps required to establish a working relationship. Each client is unique and there are any number of steps added to the process before a final plan is developed.

Client Interview

Family Objective Assessment

Risk Analysis

Time Horizon Review

WLA Approach Q & A

Construct Client Profile:
Income/Assets/Debt

Tax Liability Review

Initial Plan Review

Investment Strategy Discussion

Next Generation Planning

Formal Plan Documentation

Investment Strategy Documentation

Portfolio Construction

Estate and Trust Guidance

Ongoing Client and Portfolio Management