Telemus Wealth Planning Process

Diverse goals often compete for resources. You may need help in prioritizing your financial objectives and incorporating them into a cohesive plan. Our team strives to understand our client’s needs so that we can deliver superior value and customized wealth planning solutions for their unique circumstances.

Telemus Wealth Planning Process

We begin each client relationship with a written comprehensive goals evaluation. We then create a financial game plan that accomplishes our clients’ goals and objectives. Once a client’s needs have been determined we, our wealth management team finds or creates solutions. They then coordinate with legal, tax and financial professionals who have been identified as having the needed expertise. We closely monitor our progress towards our goals and evaluate results, making changes when necessary.

Act like a Family Office

Introduction

• Client Profile

Needs Analysis

• Life Goals

• Financial Goals

• Vision and Mission 

• Generational Planning

• Philanthropic Intent

• Family Value

• Major Risks

Our Services

• Management
  • Banking Services
  • Brokerage Services
  • Liability Management
  • Budgeting
  • Cash Flow Management
  • Records Management
  • Bill Payment

• Lifestyle
  • Insurance Analysis
  • Family Wealth Education
  • Risk Management

• Planning
  • Tax Planning (not 1040s)
  • Financial Planning
  • Insurance Planning
  • Trust and Estate Planning
  • Charitable Gift Planning

Establishing a Process

• Working Together

Relationship Management

• Communication

• Reporting 

• Evaluating

We are experienced in serving as an intermediary and advocate for the family. We enable families to enjoy their wealth while we help manage it.