Phoenix Private Wealth Management Process


2014ProcessAny financial planning firm can sell you a product and send you on your way.  But Phoenix Private Wealth Management has customized a dynamic and collaborative process that takes an extensive look at who you are and your unique financial “picture”.  Through active listening, financial analysis, and in-depth conversation, Phoenix Private Wealth Management will develop a deep understanding of your goals and values.  From this we develop a customized, strategic financial management plan showing where you are now, where you are going, and exactly how we are going to arrive there.

Phoenix Private Wealth Management reviews potential client relationships generated exclusively from private group workshop events and referrals – referrals from existing clients, referrals from our client’s accountants and attorneys, and referrals from our circle of strategic advisor partnerships.  We select dedicated clients based on a detailed set of personal and professional criteria, and who are willing to participate in the following key strategy sessions:

  1. Discovery Meeting
  2. Investment Plan Meeting
  3. Mutual Commitment Meeting
  4. 45-Day Follow-Up Meeting
  5. Regular Progress Meeting

This professional, carefully constructed process allows us to meet with potential clients privately to confidentially discuss their situation and goals.  Phoenix Private Wealth Management then utilizes our software technology to analyze your goals and objectives, identify and clarify needed/recommended action steps, and to successfully integrate our firm’s Triple Diversification Strategy.  This plan is formatted into a concise and professional plan presentation, and is then provided to potential clients and their circle of advisors on a complimentary basis.