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At Falconer we utilize a highly interactive and personal planning process. As you move through the four phases we discuss pertinent life issues and collect the necessary information that will help us tailor your Comprehensive Wealth Plan to reflect your personal goals and values.

We take the time to create with you an ever-evolving family profile. This profile provides us an overview of your main issues, questions, and concerns regarding your wealth. We explore your money history togetherů

We offer client retreats in a variety of formats dependant upon your family's needs and wants and co-design the appropriate environment prior to scheduling the retreat.

Phase Time Frame Interactions Deliverables
PHASE ONE
Exploratory


PHASE TWO
Clarification/
Discovery


PHASE THREE
Strategy

PHASE FOUR
Implementation


1-3 Weeks



3-6 Weeks




3-4 Weeks


2-4 Weeks



Complementary Initial
Consultation (1 hour)


Client Retreat (2-3 hours)




Plan Presentation Meeting
(2 hours)

Implementation Meetings (time dependant upon needs and involvement of other professionals)
Falconer Information Kit, Form ADV, Contracts, Personal Quote and Fees


Personal Profile Workbook,
Personal Project Calendar,
password and access to client only section on website

Comprehensive Wealth Plan


Implementation Action Plan,
Client Satisfaction Survey