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 does not have a minimum portfolio size, but we do require a minimum annual fee of $6,500.

Client Discovery Questionnaire

Interested in scheduling an introductory phone call?  Complete and submit the following questionnaire and we will contact you to schedule a meeting.  

Client Discovery Questionnaire

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