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Our Process
Our comprehensive and distinctive process when working with clients helps us establish a plan based on your personal goals and risk tolerance.
We call this method of working together our WEALTH 360 process.
Schedule a Complimentary Review
Ready to learn more about how Farrall Wealth can help steward your wealth? Let’s get started.
Schedule a Complimentary Review
Ready to learn more about how Farrall Wealth can help steward your wealth? Let’s get started.
WHY OR WHAT MEANING
Our first, free, discovery meeting is an introduction to who were are but more imprasntly, who you and your family are. We gather your why and determine what we can do to help you. Your experience with us is a relationship and a powerful one because it ultimately revolves around money.
EVOLUTION MEETING
We discuss accounts to be set up and discuss our ETHICAL investment process. Here we discover your Expectations in regards to the portfolio discussing return and risks. Then we talk about Tolerance and how those relate to our expectations. Next we work on your Horizons and how long will these monies be invested or used for other needs. Then we talk the dreaded discussion of Income Taxes and how we can help you plan for those payments to everyones worst Uncle. Then we talk about any Constraints you might want on the portfolio in regards to anything you might not like us to invest in. Next we talk about Acceptable forms of communication you might like to have and what is best for you. Lastly, we discuss Liquidity and will you need some of these monies for the dreams and wants your new brand desires.
AGGREGATION MEETING
To provide the highest level of service, we need an accurate picture of all your current assets and financial picture. We aggregate this information to fit the puzzle pieces together.
LIBERATION MEETING
Next, we look at what properly managing your wealth can really do for you and the liberation it can lead to. Not to mention (and not to brag), we have sophisticated technology that allows us to better connect with you, track your progress, and forecast different scenarios that could impact your long-term plans.
TECHNOLOGY MEETING
Here we discuss all of the technology options we can offer you and your family in regards to organization and tracking your finances. We offer you a full aggregation system for all of your accounts and a virtual vault to store your most valuable assets like passports, drivers licenses, contracts, policies, etc.
Here we discuss what is next. What else can we help with in doing our job as well as furthering your brand. We intend to walk you through the conversations that we see all of our high net worth clients go through. Here we will discuss the thirteen wealth managements issues we see and how they might relate to you and your family.
