In this complimentary meeting we learn about you, your financial and life goals, and your current financial situation. We will explain how we operate and our investment solutions to ensure you have all the information you need.
INVESTMENT PLAN MEETING
MUTUAL COMMITMENT MEETING
The Mutual Commitment meeting is an opportunity to formalize an ongoing wealth management relationship if you would like to implement a portfolio with Bradley Nuttall.This is where we move forward with plan implementation by signing agreements, gather anti-money laundering documentation and other onboarding information.
This meeting reviews the implementation of your plan and any questions you may have. We will also discuss any advanced planning items which might have been identified.
REGULAR PROGRESS MEETINGS
Regular meetings allows us to review your circumstances as they change over time. We will review your financial goals and any changes to your circumstances. Such evaluations may indicate that changes to your Financial Plan are warranted.