533 Johnson Ferry Road
An initial Discovery℠ meeting provides you with an opportunity to meet our team, understand our practice and explore the wide range of services offered. It also provides an opportunity for you to share your financial goals and current investment portfolio. This process helps each of us evaluate the benefits of a partnership and determine moving forward makes sense for you. There is no charge to you for this initial meeting.
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Once engaged, it’s time to begin a detailed, one-on-one dialogue about your unique financial goals and objectives, answers to which will create a financial framework and serve as the foundation for a sound plan.
The process yields a Discovery℠ Report, a comprehensive set of recommendations customized to address your specific needs. This may include:
Once the plan has been set into motion, we are available by phone or e-mail, at any time, to answer your questions or review progress. We believe that ongoing financial planning, goal tracking and advisory services are critical in achieving your goals and ensuring your long-term success.
In today’s world of information overload, we make it easy to stay organized. WPSG clients like you receive access to Financial View 360℠, a secure Web and iPhone application that consolidates all of your financial accounts, even those we don't managet, into a single dashboard. See your true net worth, updated daily, with the click of a mouse. Click here for more information about Financial View 360℠.
Click here to learn more about our Retirement Planning services.