Are We a Good Fit for You?
During our Discovery and Investment Plan meetings, we commit to exploring whether we can assist you with your wealth management in general, and any specific transitional issues you are experiencing in particular. It’s time well spent, as it helps you determine the next, best move for you and your wealth.
If that “next, best move” is to become a Transitions Wealth Management Client, we will schedule our Mutual Commitment meeting, during which we both sign an agreement to proceed. In it, we confirm the terms of our relationship, including our transparent, fee-only compensation.