Investment Management Planning Process | Entirety Financial

Discovery

  • Let’s get to know each other
  • Are you a good fit for us?
  • Are we a good fit for you?
Investment Management Planning Process | Entirety Financial

Formation

  • Data collection
  • Current assessment
  • Goal formation
  • Recommendations
Investment Management Planning Process | Entirety Financial

Implementation

  • Detailed next steps for both you and us.
  • Setup your personal financial dashboard
  • Collaboration with CPA’s, attorneys, and other professionals
Investment Management Planning Process | Entirety Financial

Stewardship

  • Financial Coaching
  • Engaging Service
  • Unbiased Advice
  • Life-long Learning & Coaching
  • On-Going Investment Management
  • Reviews and adjustments