Our Consultative Process

Documents sitting on table with pen and calculator

 

Each new relationship begins with data collection – investment statements, tax returns, existing trust and estate documents, insurance policies, and more.  We want to connect with their tax and legal advisors as well to ensure tax and estate planning issues are comprehensively addressed before beginning to discuss investment strategies and expectations from working with our team. 

From the information collected, we begin to compile a comprehensive wealth management plan.  Depending on the relationship, it can include education planning, retirement and estate planning strategies, as well as creating a proper asset allocation plan. 

Relationships that involve managing money can take time to develop – we try to establish a rapport by determining the level of involvement and communication for which the client is expecting, and work from there.

 

Stifle does not provide legal or tax advice.  We encourage you to consult with your legal and tax advisors regarding your particular situation. 

Asset allocation does not ensure a profit or protect against loss.