Swiss Guard International

Strategies for Protecting Wealth
by Darrell Aviss

BUY NOW!

amazon.com Barnes and Noble

Sign Up for Our Quarterly Newsletter:
Private Wealth Journal

Enter Your E-mail Address Below!

 

Investment Plan Meeting

Here we will prepare and present a comprehensive, actionable Investment Plan Meeting (along with an investment policy statement, if necessary) that will serve as a roadmap that maximizes everything that is financially important to our client.

A well designed Investment Plan Meeting serves the following important purposes:
• It provides an opportunity to clarify and solidify your goals and objectives.
• It provides long-term discipline for investment decision making.
• It promotes clear communication and can prevent misunderstandings that may otherwise arise.

Note that we are creating an Investment Plan Meeting, not a financial plan. It’s true that astute financial planning can play a crucial role in the overall wealth management process, which is why we will use our Professional Network later on in the consultative process.

This Investment Plan Meeting is focused on the one aspect of our client’s finances that many affluent investors are most concerned about – preserving your wealth. Only after the Investment Plan Meeting is in place, will we turn our attention to other aspects of your financial situation, and we will do this in concert with the experts who make up our Professional Network.

At this point, as your newly appointed Chief Financial Officer, our job is to execute your Investment Plan and set the stage for the Wealth Management Plan.

Wealth Protection Report (PDF)