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While every client is different, our process is always the same—because it works. Motus Wealth’s CFP® professionals will guide you through every proven step, from learning about your goals to realizing those goals and adjusting the strategy to match the ongoing changes in life.
Action
Introduce Motus Wealth
Initial Client Discovery
Discover overall goals and desires
GOAL
Determine mutual fit
TIMELINE
Per client
Action
Provide recommendations on investment management
Clarify cash flow for plan analysis
Discover more in-depth goals
(both long-term and short-term)
GOAL
Onboard client and obtain remaining information to prepare full analysis.
TIMELINE
Per client
Action
Research client-identified goals
Identify potential obstacles and challenges
Develop individualized solutions to meet goals
GOAL
Develop planning roadmap
TIMELINE
1 month following Onboarding
Action
Review goals
Review completed & outstanding items
Chart course for review meetings
GOAL
Continue productive dialog
Review onboarding progress
TIMELINE
3-6 months following Presentation
Action
Reassess goals and priorities
Review plan progress
Address ongoing/new hurdles
GOAL
Continually address all aspects of your personal financial landscape
TIMELINE
Ongoing, recurring meetings determined by client
Impromptu meetings to address any changes and/or new opportunities
