Is Areté Wealth Strategists, LLC the right firm for you?
Our goal for this process is to demonstrate, in plain English, how we can serve you in helping you make the most out of your life with the wealth you have and how we bring strategy, structure, clarity, confidence and compliance to an otherwise confusing, complicated, and intimidating subject: money.
We want to help you make an informed and educated decision about working together so you can see exactly how we can serve you before you agree to pay us a penny.
How Do I Know If I’m a Good Fit?
We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are:
Our Step by Step
Prospective Client Process
Introductory Phone Call - 15 mins
Before committing your time or ours, we shall have a 15-minute introductory phone call. This call gives us both a chance to make sure your situation matches our expertise. In the call, we'll be seeking a basic understanding of your financial situation and what it is prompting you to seek advice at this time.
If we find there isn't great fit, we’ll gladly introduce you to a firm or resource who is better suited to your needs.
Initial Financial Questionnaire - 15 - 20 mins
"Prescription prior to diagnosis is malpractice"
Following our introductory phone call, we shall send you a questionnaire to get a more accurate sense of your financial life, priorities, challenges, and circumstances.
Fit Meeting #1 - 45 mins
This is a complimentary, 45 min meeting to affirm our understanding of your situation and ask any clarifying questions. We shall tell you more about the firm and who we do our best work with. We shall review with you our mission, set expectations and briefly introduce the Wealth Summit Pathway. Lastly, we shall provide an overview of our services, technology, and make a recommendation as to service package we believe best fits your needs.
Follow-up Questionnaire & Document Upload - 15 - 20 mins
Following the first Fit Meeting, we shall send you a follow-up questionnaire to do with your values, goals, hopes and dreams. We'll also provide a secure link to upload your account statements and tax return to assist us in putting together the deliverables for review in Fit Meeting #2.
Assessment and Preperation
Your answers to our intake questions, along with the documents we have requested, will help guide our analysis, which will result in plain-English answers to a number of critical questions.
We will apply over a decade of experience, thousands of hours of training, studying, and mentoring by the profession’s top experts, and expertise as a CFP® Professional and Accredited Investment Fiduciary to answer the financial questions and concerns you identified and outlined for us in Step
Fit Meeting #2 - 90 mins
We deliver massive value in this 90-minute meeting as we review a range of topics.
We shall review:
A one-page Financial Plan with high-level recommendations.
A Client Investment Plan presenting the list of accounts, the opening balance, ongoing contributions, & the institution where we recommend opening or consolidating the account to best meet your goals.
A tax analysis
Our investment philosophy presentation and our approach to portfolio implementation.
At the conclusion of this meeting we'll invite you to become a client.
Sleep on it
Being respectful of The Pillow Factor
Having been in this profession for more than 10 years, we are in no rush for clients to make a decision. Prior to deciding if we should work together, ask yourself the following:
Do I like/trust/respect the team at AWS?
Will the benefits they provide exceed the fee I’ll pay?
Do their recommendations make sense to me?
If a smile comes across your face, we call that having a high pillow factor—meaning you can sleep comfortably knowing you have someone who’s genuinely and authentically committed to serving you well.
Schedule Your 15-minute fit call.
This phone call will give us both a chance to make sure your situation
matches our expertise.
Still Have Questions? Keep Reading…
How does Areté Wealth Strategists make money?
Do you offer an hourly or one-time project fee option?
How are you different from other financial advisors?
Why should I consider hiring Arete Wealth Strategists?
NOT QUITE READY TO SCHEDULE AN APPOINTMENT? THAT’S OK!
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You can also call our direct line at 888.544.3250 if you just have a few questions for us.