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 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’ “Lifetime Economic Acceleration Process”, helping to provide effective results through three phases:
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