Our Process

Maximize your wealth. Live life on your terms.

Fit

1. Fit

  • Get to know your story and identify your goals
  • Discuss your legacy
  • Explore your experiences with money that shape your attitude and values
  • Share our philosophy and process
Discovery

2. Discovery

  • Gather data, documents and statements for analysis
  • Determine risk profile
  • Commence financial plan
  • Analyze current investments
Onboarding

3. Onboarding

  • Complete documentation to open accounts
  • Review communication preferences
  • Review team member roles and who to contact
Implementation

4. Implementation

  • Transfer assets to Richardson Wealth
  • Align investment solutions to financial goals
  • Assess investment options and potential tax implications
  • Consider U.S. person status and implications for investment holdings
  • Deploy investment selections
Orientation

5. Orientation

  • Guide you through online portal registration
  • Hold tutorial meeting regarding navigating the portal, understanding statements and performance reports
Integration

6. Integration

  • Coordinate with other trusted advisors: accountant, lawyer to ensure consistency of advice and actions
  • Leverage our professional network to meet your comprehensive wealth and financial needs
Wealth Management

7. Wealth Management

  • Monitor progress toward your goals
  • Adjust financial plan as life evolves
  • Identify potential risks to meeting your financial goals and examine means to mitigate
  • Offer business and family succession planning as needed
  • Provide counsel on estate planning and family dynamics