Our Process
Every journey begins with a destination in mind. Your financial future is no different. If you want to know how to get to your financial goals, then Collier Wealth’s Financial Road Map™ is the ideal place to start.
Collier Wealth Management has a better method… Our unique meeting process allows us to proactively service our client’s comprehensive financial needs. Over the course a year, we use a 122-point checklist to make sure your financial affairs are in order.
The Financial Road Map™ Meeting
Your journey to financial well being begins with The Financial Road Map™ Meeting. Before we meet, we will ask that you complete our Personal Values Questionnaire and collect a variety of financial documents that help us better understand your current financial situation.
Upon completion of the Personal Values Questionnaire and gathering of financial documents, we will meet with you (and your spouse, if applicable) for an in-depth conversation without distractions (or fees). We will utilize your information to build your Financial Road Map™, a written record of your values, goals and benchmark of your current financial reality. We will record our meeting to preserve its accuracy so that we may help you make decisions with your money that are completely aligned with your values and goals.
If, at the end of the Financial Road Map™ Meeting, Collier Wealth Management is a fit for you, you’ll be presented with the opportunity to become an Ideal Client.
The Implementation Meeting
Upon hiring Collier Wealth Management, we will create your comprehensive financial plan. Your plan outlines a clear, concise prioritized list of actions developed to help you achieve your goals. Collier Wealth Management will coordinate all the advisors on your team to effectively address various financial disciplines.
The Initial Progress Update
You will meet with us once again in forty-five days to review the progress we have made since the Implementation Meeting. During that time, Collier Wealth Management will have begun the process of coordinating your financial assets and closing any gaps discovered in the initial planning meetings.
Your plan is now underway. Every four months, we’ll meet with you to discuss the progress of your plan and make any necessary adjustments to deal with any life changes or changes in your goals.
Over time, you’ll see a clear advantage working with Collier Wealth Management. Subsequent meetings will consist of:
- Financial Plan Safety Review
- Goal Progress Outlook
- Financial Road Map™ Update
Instead of wondering if and when you’ll talk to us again, we implement a set meeting process to ensure predictable communication between our firm and you. Using the values-based planning process, we seek to comprehensively care for your financial needs.
Securities, Insurance products and advisory services are offered by LPL Financial and its affiliates, Member FINRA/SIPC and a registered investment advisor. No information on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security. Registered Representatives of LPL Financial whose identities and associations with Collier Wealth Management, Inc. disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AK, AL, AR, CA, FL, GA, IL, IN, KY, NC, OH, PA, MD, RI, TN, TX, VA