Our process begins with you and understanding your personal financial situation in a face to face initial planning meeting together.
From this meeting a proposal on how we may best serve you is developed and offered to you including a project fee for the financial plan and estimated fee range for ongoing wealth management services.
Clients who engage Portland Integritas Advisors, LLC for planning services are provided a checklist of financial data we need to prepare your individualized financial plan. Once the data is received by us, a plan meeting date is set to cover the detailed financial plan together.
A custom financial plan document is prepared by us including a written analysis of our findings for each area of your plan and our recommendations which we discuss together. A summary of all plan recommendations and action items is included as part of the plan.
Upon completion of the individualized financial plan, a firm proposal for ongoing wealth management services is offered based on your needs and complexity of your situation.
We meet with you periodically to update your financial and investment plan to track progress towards meeting financial goals. The frequency of meetings is determined on a client by client basis and reflective of your needs and complexity of your situation.