Are you interested in pursuing a relationship with Palermo Wealth Management? For clients who are in need of Comprehensive Financial Planning or Investment Management services, we engage in the following process:
1. You can email firstname.lastname@example.org or simply give us a call. Together, we begin to explore your financial planning needs and discuss whether an advisory relationship with Palermo Wealth Management might be a good fit for both parties.
2. If we think we may be able to help you, we’ll schedule a complimentary consultation to evaluate your needs in more detail and determine what Palermo Wealth Management can do for you.
3. After our in-person meeting, both parties determine if your goals and situation make you a good fit for our firm. If we decide to work together, we’ll sign a contract that includes a description of services we’ll provide and the fees we’ll charge.
4. We ask you to fill out our Financial Questionnaires and gather needed documents. This information helps us get a sense of your complete financial picture and develop an effective plan for you.
5. We deliver a financial plan or investment policy statement that is tailored to your specific needs. We help you implement the recommended action steps and continue to work together to address your ongoing needs and changing circumstances.