Process

WWM’s consultative process is focused on the creation of value. This is accomplished by helping clients become better-educated, organized & prepared to realize their unique intentions and seek to help maximize their available opportunities.

What this means is that WWM is committed to helping clients think through important issues, not simply about them.

The benefit is that WWM helps clients feel secure in knowing that they have a dedicated advisory team focused on comprehensive solutions, which are designed to succeed and endure.

At the heart of WWM’s process is its dedication to helping provide effective results through three phases:

1 Discovering Your Intentions Helping clients clarify what they want, why they want it, and prioritize intentions and goals. The focus is on understanding and evaluating client’s key challenges, opportunities, resources and experiences.

2 Designing Personal Solutions Developing comprehensive and personalized planning strategies, and helping establish decision-making criteria. WWM presents strategies aligned with client’s intentions, and focused on achieving a desired outcome.

3 Delivering
the
Value Guiding clients in implementing* their strategies, and organizing the participation of other advisors. WWM remains actively engaged in monitoring** client’s plans, recommending relevant adjustments as their circumstances or intentions may evolve or change.

*Implementation
The client is free to implement the plan recommendations with whomever he/she chooses.

**Monitoring
Periodic reviews or updates require a new agreement and may be subject to additional fees