At Giles McPhail Wealth Management, our relationship with you follows a four step approach. If you are interested in setting up a Fit Meeting with us, please contact us today.
By discussing where you are and where you want to be, we seek to identify how we may help and whether we are good fit for each other.
Upon mutual agreement that we are the right fit, we provide you with a list of financial information that we need to review in order to properly assess your current financial situation (e.g., investment statements, life insurance statements, social security estimates, etc.).
Based upon our analysis of your current situation, we will discuss with you what changes may be needed to pursue your financial goals. This process forms the foundation of your financial plan.
As the most important part of the process, we monitor you investments, strive for continual communication with you, and stay in touch with you as your financial life changes.