Our process is a simple get to know you and your needs. As a fiduciary we must know your personal financial situation as thoroughly as possible so that we can address your needs and turn them into successful goals. Below we have outlined the formal process that every client goes through.

Our five steps to working with you:

1) The initial inquiry

2) a brief ‘Learn More’ call to see if we can solve your needs and are a fit for our firm. (go to www.talktoroy.com click learn more button below)

3) The Discovery Meeting to collect further insight into the client’s needs and goals, clarify expectations and next steps.

4) Preparation of a 1-page financial plan that reviews the client’s situation and that defines the value the advisor can add through the relationship.

5) The 2nd meeting to present the plan, review recommendations, quote a fee, and, if the fit is right, extend an offer and implement the plan if agreed upon.

 Investment advisory services offered through Wealth Watch Advisors, a SEC registered investment advisor.  Wealth Watch Advisors and The Wealth Advocate are independent of one another.  Both Wealth Watch and The Wealth Advocate only transact business in states where they are properly licensed or exempt by regulation.  Please note, that registration with the SEC does not denote a certain skill level or guarantee the success of any investment strategy.

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