Wealth Management Process

1. Initial Meeting

  • We learn all about you, where you are financially, and about your plans for the future.


2. Set Goals

  • We gather data and establish monthly income requirements for your retirement.


3. Prepare Your Plan

  • Using Stifel's Wealth Planning resources, we prepare your personalized financial plan.


4. Present Your Plan

  • We meet with you to present your unique financial plan, with the ability to make changes and look at various scenarios in real time.


5. Implement Your Plan

  • We invest your money based on your goals and risk tolerance, as outlined in your plan.


6. Monitor Your Plan

  • We review, discuss, change, and update your plan regularly.