Pinnacle’s Wealth Management Process

Month 1

Once the Wealth Management contract is signed by the client, a meeting is scheduled to gather the client’s financial data. In this meeting, the client will complete a financial planning questionnaire and provide the required data so that asset transfers can begin.

Month 2

Once the data is organized and analyzed, the balance sheet and financial goals are submitted to the client for approval and financial plan preparation is begun.

Month 3

The financial plan is delivered and client is introduced to Pinnacle’s Wealth Management Service. Also, an investment proposal is prepared and delivered to the client.

Month 4

Ongoing Wealth Management Meetings