1. A Client kit is sent to considered client.
2. In one to two weeks, Moss Wealth Advisors will call to arrange an appointment for a forty-five minute to one hour meeting to determine client and advisor "fit," with an explanation of our wealth management process and fee structure.
3. Moss Wealth Advisors will follow up in 48 hours to confirm if the prospective client and the firm want to work together or if we need to make a referral to another firm.
4. If there is a fit between the client and Moss Wealth Advisors, we will arrange a meeting for client information gathering and goal setting.
5. The financial analysis will be performed and recommendations formulated.
6. We will call to arrange a meeting to present the plan and arrange for the necessary follow up with tax and legal advisors.
7. The plan will be implemented.
8. We will monitor the plan and review on a regular basis as needed for each individual client.
* We prefer to work with an exclusive type of client. If you are currently a client of our firm, please confer with us about referring Moss Wealth Advisors to your friends and collegues, in order to determine the fit with our client criteria.
