Client Process
The 5 phases of the Client Process
Our specialized process has been carefully structured to foster a nurturing relationship and set you up for success. Let us walk you through the steps to align you your money with your needs and goals.
Empowerment is key.
The MIFI Wealth process will create the space for you to become empowered in you financial life and plan effectively for your financial well-being.
Phase 1
Making Contact
Simply reach out to us! Our approach to wealth management is as visionary as our customer service philosophy. We’d love to hear from you for an initial consultation.
Phase 2
Introduction
The goal of our initial meeting, which takes roughly 30 minutes, is to introduce ourselves to each other.
- We will listen to you to get an idea of your needs and values
- We will explain who we are, giving you a brief background on MIFI Wealth along with an introduction to our services and investment philosophy
- If you want, we can even introduce you to our Mindful Finance technique for effective money conversations: Breathe, Feel, Speak
- Explain the path to the next phase
Phase 3
Getting to Know You
During your second meeting with MIFI Wealth we’ll tell you more about investment strategy and gain an in-depth understanding of your needs, resources, and goals.
- We will assess your risk tolerance so we can propose a portfolio allocation
- We will give you access to the My Money Mandala assessment. A Mindful Finance assessment tool we created that brings awareness and intention to the habitual ways we interact with the financial aspect of our lives
- We will explain your investment options and how we can tailor them to your goals and values
- We will create a suggested initial allocation for you, and explain the path to the next phase
Phase 4
Welcome to MIFI Wealth
We will work together so that you are excited to enter into a formal client-adviser relationship.
- We will review the portfolio allocation to ensure that you are confident in our mutual intentions for your investments
- We will make adjustments as needed to give you a portfolio that both excites you and serves your needs, resources, and goals
- We will review and confirm your initial plan and identify any additional conversation points for more in-depth planning
- We will prepare paperwork for your account(s), and explain the path to the next phase
Phase 5
Portfolio Creation
& Initial Planning
We will finalize your personalized portfolio and initial plan.
- We implement your investment portfolio
- We provide ongoing portfolio monitoring and management
- You have access to us for consulting and decision making support needs as life moves forward
- Mindful Finance becomes a part of your life
