With the game plan chosen, we take the necessary actions steps to implement your plan. When we visit with you again, we walk you through the various suggestions, the details of each, and what we think would be the best decision for you. SOLUTION:Īfter we have received all the information, we take the time to sort through the notes and come up with a game plan for you. We have conversations about your history, your current situation, and most importantly, what you have envisioned for yourself. If we decide to work together, this stage is where we start to learn in-depth about you and your specific situation. If we are a good fit, we will progress with the relationship if not, we will help direct you to another individual(s) who may be right for you. All we want to do at this stage is learn about you and share our story. We aren't the right advisor for everyone and we know that. This is usually a coffee visit to see if we are a good fit for each other. The length of our process is dependent on a number of things such as the intricacy of your situation, overall document organization, and your responsiveness. When you come on as a client and go through our process, you can expect at minimum three meetings before taking action or making any changes. With all of our clients, we follow a five-step process which is intended to create open conversations and provide quality education on your situation. This is what allows us to do our job better, which ultimately is to serve you. This means knowing you, your specific situation and goals, as well as you having active discussions with us and being responsive to our contact. Here at Lone Wolf, we want strong, active relationships with our clients. True success depends on taking a macro-level look at our client's needs. We believe financial confidence is a process and cannot be built upon shortcuts or cookie-cutter financial plans that are compiled with a narrow focus. They follow what is popular or exciting rather than what is in their best interests. They buy securities when prices are high and sell when prices are low.
Too much of the time in the financial services industry, people fall victim to a herd mentality.
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