Our Financial Guidance Approach | Webb Investment Services

{ OUR APPROACH }

Comprehensive Wealth Management

At Webb Investment Services, we provide the guidance you need and the collaboration you want. We ask the important questions like where are you today, and where do you want to be tomorrow. We learn about your hopes and your vision for your financial future, so we can help you get there.

Through our comprehensive financial planning and investment consulting process, we work in partnership with your other key advisors, such as your accountant or attorney, with one objective - helping you achieve an informed and empowered financial future.

Other financial planning or wealth management firms may focus predominantly on investment consulting, our financial advisors provide total wealth management, addressing some of the most common concerns of successful individuals and families.

For example:

How to grow, keep, or preserve your wealth
How to mitigate taxes
How to protect your assets through insurance and estate planning
How to effectively transfer your assets
How to plan for meaningful charitable giving
How to invest with your values
How to navigate a transition/major life event such as divorce, death, or inheritance
How to plan financially for a long and fulfilling life

Click the links below to review our simple, five-step approach.

• In-depth Discovery Meeting to learn about your financial situation,
• your vision and your goals

• Identify where you need any extra help to make your objectives a reality

• Determine where we can add value or make needed adjustments to your plan

• Create your Total Client Profile, which will serve as the foundation for our
• recommendation for moving forward

• Agree to the scope of services that are just right for you with our Investment
• Advisory Consulting Services Agreement

A few weeks later, we'll present a detailed investment plan and wealth management matrix tailored to your unique situation. This plan provices a pathway for your growth from your current financial situation to your ultimate goals keeping your present-day financial health, future objectives and risk tolerance in mind.

• After you've had time to thoroughly review our recommendations, we'll meet
• again so you can confirm your commitment to the plan and answer your
• questions and address any concerns

• Complete the paperwork and necessary agreements to set your plan in motion

• We'll reconvene to take inventory of where you are and review the progress
• you're making towards your goals

• Ensure you are comfortable reviewing your statements and set-up access
• to your online investment portfal where you can:

• View statements, trade confirmation and tax-reporting documents

• View your portfolio, which is updated throughout the day

• View cost-basis information, recent transactions and upcoming activity

• View relevant news about your investments

• Create your own personal "vault" to store important documents
• ...and more

Regular financial checkups to

• Monitor your progress
• Address any changes in your life and any new objectives you may have
• Make any adjustments to your plan

Special Note: At the first progress meeting, we'll begin implementing your wealth management plan, which builds on the investment consulting services already in place, as well as:

• Advanced planning services for taxes, wealth protection and wealth transfer
• and charitable giving
• Relationship management - our team working closely with you and our
• network of carefully selected experts who help provide these services

DISCOVERY MEETING

In-depth Discovery Meeting to learn about your financial situation,
your vision and your goals
Identify where you need any extra help to make your objectives a reality
Determine where we can add value or make needed adjustments to your plan
Create your Total Client Profile, which will serve as the foundation for our recommendation for moving forward.
Agree to the scope of services that are just right for you with our Investment Advisory Consulting Services Agreement.

INVESTMENT PLAN MEETING

MUTUAL COMMITMENT MEETING

45 DAY FOLLOW-UP MEETING

We’ll reconvene to take inventory of where you are and review the progress you’re making toward your goals
Ensure you are comfortable reviewing your statements and set-up access to
your online investment portal where you can:
View statements, trade confirmation and tax-reporting documents
View your portfolio, which is updated throughout the day
View cost-basis information, recent transactions and upcoming activity
View relevant news about your investments
Create your own personal “vault” to store important documents
...and more

REGULAR PROGRESS MEETINGS

Regular financial checkups to

Monitor your progress
Address any changes in your life and any new objectives you may have
Make any adjustments to your plan

Special Note: At the first progress meeting, we’ll begin implementing your wealth management plan, which builds on the investment consulting services already in place, as well as:

Advanced planning services for taxes, wealth protection and wealth transfer and charitable giving
Relationship management-our team working closely with you and our network of carefully selected experts who help provide these services