WHAT TO EXPECT

360° Wealth Care Process

Introductory Meeting

• Meet the Powell Financial Group team 
• The Powell Financial Group Difference
• How We Are Compensated
• Client Introduction
• Client & Advisor Expectations

Onboarding

• Discovery
  • Current & Retirement Income
  • Expenses
  • Assets
  • Retirement Goals 
  • Risk Analysis
• Review
  • Probability of Success
  • Identify Modifications
  • Implement Financial Plan
  • Investment Policy Statement
  • Client Financial Website 

Initiate Plan Directive

• Open Investment Accounts
• Establish Savings / Withdrawal Plan
• Allocate / Rebalance Investments According to Plan

Ongoing Advice and Support

• Periodic Client Reviews (Virtual Meetings Upon Request)
• Provide Client Account Portal Access
• Portfolio Rebalance 
• Market Commentary Emails
• Annual Financial Plan Review
• Estate Plan Design & Review
• Insurance Needs Analysis
• Retirement Counseling
• Tax Analysis
• Client Appreciation Events
• Financial Education Workshops
• Volunteer Opportunities

*Powell Financial Group requires a minimum annual fee of $6,500