OUR ALL ABOUT YOU PROCESS
PRE- ENGAGEMENT PROCESS:
Epoch Wealth Management was formed with a clear purpose – “to deliver financial peace of mind for our clients in preparation for an uncertain future”. Selecting the ‘right’ financial planners for your unique needs is a personal decision and one that should not be taken lightly. No one firm can really be right for everybody and we equally recognize that Epoch Wealth Management will not be a perfect fit for all.
Before we begin our comprehensive process with a potential client, we ask that we have a PRE-ENGAGEMENT MEETING: Getting to know you and you getting to know us
- You talk. We listen.
- You ask questions and we answer.
- Together we discuss what you need and how and if Epoch Wealth Management can help.
- We provide you with detailed written documentation about Epoch Wealth Management and your advisor, including disclosures about our fiduciary standard, compliance requirements, our statement of values, state registration, our services and our compensation structure.
- Within 24 hours after our initial meeting, we will also provide you with a written proposal detailing the services we recommend and the associated fees.
- We will contact you to set up our first meeting when we receive the signed proposal.
ENGAGEMENT PROCESS:
STEP 1: DISCOVERY MEETING -Listening and Learning
We take the time to get to know you. This part is essential. We help you articulate your personal vision, so we can help you realize it. We consider the details of both of your current finances, fears and dreams and your picture of the future. We then work with you to design a financial roadmap that will best align your highest priority dreams with your current financial reality and future financial possibilities, while striving to assuage your deepest fears.
STEP 2: ORGANIZE AND STREAMLINE MEETING
We will help you bring order to your financial life by assisting in getting your personal financial information organized, minimized and secured! We will review your current cash management and document retention process and make recommendations for streamlining to save you time and give you more peace of mind.
Our goal is make your life simpler by providing unique services for staying organized, updated and prepared. To that end, you will have access to a personal financial website that we call EPOCH VIEW. This personal financial tool serves as a secure, up-to-date window into your entire financial world – accessible at any time from anywhere with an Internet connection or mobile device. Unlike online banking, online shopping or bill pay, our system is non-transactional.
STEP 3: COMPREHENSIVE FINANCIAL ANALYSIS
We perform an in-depth analysis of your current financial life. This includes evaluating strengths and weaknesses across all areas of financial planning. It allows us to identify opportunities to help you get where you want to go. The result is a unique financial plan crafted specifically for you. If you’re looking to align your personal values with your money, this is where we do that work.
STEP 4: PERSONALIZED SOLUTIONS:
We combine our knowledge of you with our knowledge of wealth management. In this stage, we guide you through a series of meetings designed to educate you and develop personalized financial solutions.
STEP 5: ONGOING WEALTH MANAGEMENT
Once we’ve designed your plan, we put it into action. This includes:
- Implementation of your solutions
- Regular review meetings
- Ongoing planning advice
- Ongoing investment portfolio management
- Monitoring your finances with you to help you stay on track
To the degree you want us to, Epoch Wealth Management will act as primary point of contact for all of your financial affairs.
