Providing the highest level of financial advice and guidance to you and your family requires a very orderly approach. Here is how we go about establishing a professional relationship, providing financial guidance and serving you throughout the years. It involves a number of steps, but we believe it is time well spent – because it can enhance the quality of outcomes by addressing the situations that impact your financial life.
We will seek to understand more about you and focus on your circumstances, ambitions, and expectations for a relationship with McGee Wealth Management. We will explain our firm’s capabilities and processes, and determine which of our services would best fit your needs. This meeting is casual and free of charge, and we invite you to ask questions throughout our discussion. Should you feel that we are not the best fit for you, you are under no obligation to pursue a relationship with us.
During onboarding, we will provide you with a checklist of the information we will need to initiate the planning process. Between this Onboarding meeting and the Discovery meeting, we will assist you in collecting this information and transcribe it into the format we use for our unique process.
With a focus on financial information, family dynamics and your goals, we will work together to set specific, measurable targets and discuss the potential timelines for meeting those goals. We will verify the data we have received and recorded.
In our planning process, we utilize The McGee Wealth Management (MWM) System, a comprehensive financial planning tool. The MWM System allows 24/7 access to aggregated financial data and reports and can be accessed by you at any time. You will always be connected and “in the know.”
Once your initial plan is complete, we’ll take a deeper dive into specialty areas of financial planning such as estate planning, insurance, long-term care, and business succession, as well as tracking and adjusting your financial scenarios and goals.
You will receive recommendations in writing with full disclosures and explanations about how they may help you reach your short-term and long-term goals.
All clients should meet for investment reviews either in person, by phone, or live video streaming no less than once annually. We provide the option of using Skype video conferencing for client who wish to meet via web. Electronic communication is available online daily for information on their investment holdings and financial planning reports. We provide individual performance reporting on an internal rate of return basis. Performance returns are net of fees and cash flows. In addition, you will receive asset allocation and detailed portfolio analysis. In the investment review meetings, we review your investment portfolios, check your progress on accumulation or withdrawals, and rebalance the portfolios if necessary.
Once a year, we will look at your current roadmap and make our recommendations for revising it – to help keep you on track. Additionally, consultations can occur at any time there is a need to refocus – we are always happy to answer any questions you might have.
In addition, you will receive portfolio performance review statements from McGee Wealth Management. We hold client education seminars and special events throughout the year that you and your family are invited to attend – and, of course, you can always call or email us or request a meeting anytime you feel you need more guidance or information.