the ZWMSM Plan: we Personalize Our PRocess for You
You make the decision whether we're the best fit for you and your family. If so, we get right to work to design a reliable plan for your future based on your goals.
Initial Meeting: We invite you to our office (or hop on a Zoom or Teams call) to learn about who we are and show you what we do. We're happy to answer your questions (and will likely ask you a few) to make sure we're a great fit.
- We learn more about you: If you decide to join us, we'll meet again in a week or two to dive deeper to truly understand your goals, aspirations, and current situation.
- ZWMsm Plan Presentation: We spend about three weeks working diligently to build you a plan to achieve your goals. Then we'll meet to present it to you. You'll leave this meeting with a clear understanding of your overall situation, the long-term plan, and the actions you should take next. We'll walk away with any changes you need made to the ZWMsm plan to make sure it is a perfect fit for you.
- Investment Meeting: A few weeks later we meet to present a final plan with any changes you requested. Also in this meeting, we'll focus on your investments. The ZWMsm Planning process ensures that we completely understand your goals and needs, so that the financial plan informs the ZWMsm investment planning. Then we'll carefully explain how we will invest your money, and how it will help you balance the right amount of risk and growth for your situation.
- You are part of the family: The formal planning process is over until next year, when we update your plan, but we're never more than a phone call or email away. We'll keep you updated on your investments and make sure we meet periodically to keep the plan fresh. Meanwhile, you keep us informed of changes in your life so we can make sure we adjust the plan as your life changes. Your Zimmerman Wealth Management® CFP® is on-call to help in any way they can.