Our 5 Step Planning Process
Confidential Informal meeting where we learn more about you and your financial goals. Generally, we gather financial data from you to get a sense of what you currently have for investments. Also, you will learn more about Platinum Equity Investments and our investment process. This meeting helps to determine if we are a good fit to work together.
Based on the information gathered from the initial meeting, our job is to put together a detailed analysis outlining potential solutions to help meet your financial goals. We use our extensive knowledge and resources available to come up with a plan to help meet your needs.
Presentation of Solutions:
At this meeting we present our recommendations and the basis of how we derived them. If there is more than one solution, we outline in detail the pros and cons of choosing one over another. There is no obligation to move forward with us.
If you decide to go forward with our recommendations, we implement your investment plan which involves filling out paperwork and/or processing trades.
This is where we meet regularly and maintain contact with our clients. A plan only works if it is followed and we strive to make sure our clients stay on track. If there is a change in a client’s goal or financial situation, we may need to make changes. We reach out to our clients several times a year through phone calls, email, and most importantly, face to face meetings.