- What’s involved with becoming a Rose & Associates client?
Our process is simple, straightforward and thorough. Here’s what you can expect:
Initial consultation: An interview to discuss your goals and objectives and share our philosophy and processes
Information gathering: Collecting documents from you like [EXAMPLE OR TWO] to better understand your financial picture
Analysis and recommendations: Clear advice based on our consultations and document review—to discuss with you
Plan execution: Implementation of our action plan in consultation with your accountant, lawyer or other advisors as necessary, transferring your existing investments and setting up new-contribution transactions, and establishing life insurance policies if required
Monitoring and communication: Continuous monitoring of your portfolio with ongoing communication about recommended adjustments, plus regular check-ins to discuss progress and changes—followed by detailed summaries