Our Process for Success

Our goal is to deliver the highest-value services to you now and throughout your lifetime.   We believe in transparency, and want you to understand our process and what you can expect from your relationship with MPW.


STEP 1: 

Getting to Know Each Other


Building a successful long-term relationship starts with understanding your dreams, values, and concerns. We will spend time getting to know each other to ensure we are the right fit for your long-term success.


STEP 2:

A Path Forward


We will provide you with a detailed summary and action plan of our initial conversation. It will include your stated goals and concerns, initial recommendations, and next steps on your path toward financial security.  There is no fee for this introductory meeting, and you’ll be able to accurately assess how we can help you.


STEP 3: 

Welcome to Monterey Private Wealth


Once we agree that we are a good fit, we will gather the essential financial information to create your customized plan and investment strategy. We will initiate the account paperwork and movement of assets to ensure a smooth transition. In addition, we will demonstrate our client experience tools, which help bring clarity to your financial life.


STEP 4: 

Your Personalized Action Plan


Through an iterative process, we will build your comprehensive financial assessment and plan, identify any changes needed to your current strategy, and outline recommended actions.  This plan will work in sync with your personalized portfolio, which is detailed in your Investment Policy Statement.


STEP 5: 

Your Guided Journey


Achieving financial well-being is a lifelong process, and we are here to help guide you through all of your future opportunities and challenges. Our client experience will inform you through regular reviews, educate you with thoughtful discussion, and help you anticipate life’s transitions. Our goal is that you no longer have to worry about managing the financial details of your successful life.