Our Wealth Management Process
At Bradley Nuttall we use the following consultative process for identifying your most important goals and designing and implementing appropriate strategies to achieve them.
We examine your current situation and identify the goals you would like to achieve. We also identify any challenges you face in achieving your goals and consider how we can increase the probability you will achieve them.
Investment plan meeting
We present our review of your current situation and our recommendations for how we can bridge any gaps to reaching your goals. This plan forms the foundation for all of our work together.
Mutual commitment meeting
We are ready to make a mutual decision about whether we can add substantial value and weather we could work together. A decision to proceed means we all commit to working together to achieve everything that is important to you and your family. We also execute the documents necessary to put your investment plan in motion.
45 Day Follow Up Meeting
We help you organize your paper work in a folder we provide. We also answer any questions you may have, so that you understand exactly what is happening with your money.