When thinking about obtaining your future financial goals, it helps to find just the right person to help guide you. The process to find this right person should not be taken lightly. Isler Wealth Management has a step-by-step process for you to explore us before committing to a long-term relationship.
The Introductory Meeting
At the Introductory meeting, we get to introduce ourselves. We really get to know you to develop a deep client relationship. We ask about your interests, goals, family, values and your assets. Where are you at on your financial journey? What major life events are in your future? What are hopes, dreams, and desires for you and your loved ones?
The Financial Strategy Meeting
In the Financial Strategy meeting, we review your investment design analysis. We go over our in-depth analysis of your current financial situation. We review the conversation we had last time, go over your current investment strategies and show you ways we can help you achieve your goals. With your input, we really fine tune your plan.
Mutual Partnership Meeting
A Mutual Partnership meeting is where we decide as a team if this plan is best for you. If you like our customization investment strategy, we move forward. We will both sign an agreement and implement our plan. At this point we put you in the driver seat of your financial success!
