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Meeting One:Discovery
You'll meet with Bret R. Tackett, MS, CFP in person or via phone, whichever is best for you. The purpose of this complimentary meeting is to get acquainted, gather information, understand goals, risk capacity, etc. (1 -1.5 hours)
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Meeting Two: Investment Plan
2 weeks later we'll meet again and Bret will present a customized investment plan with recommendations, investment policy statement, etc. We'll further refine the plan, if needed. (1 - 1.5 hours)
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Meeting Three:Mutual Commitment
1 week later, we'll meet to determine if a mutually beneficial relationship exists. If so, Erin will streamline the execution of paperwork. (If this is a phone meeting, we'll mail, email, or fax the paperwork in advance.) (1 hour)
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Meeting Four:45-Day Follow-Up
45 days later, we'll help you understand and organize the new paperwork you receive, help you reduce paperwork in the future, provide on-line access to your accounts and advanced performance reporting, etc. (1 hour)
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Regular Progress Meetings
On a frequency mutually elected by you and us (usually semi-annual or annual), you'll receive recurring portfolio and performance reviews. We'll get informed of any major life changes, revisit your risk capacity, goals, etc. (1 hour)
