Our Process
Business Planning
Our Process
For business owners, personal wealth and business finances are closely connected. Global Advisers helps coordinate the financial decisions surrounding your business with your investments, retirement, risk management, and long-term personal goals.
Our Process
A successful advisory relationship begins with understanding what matters to you. Global Advisers follows a structured, collaborative process to understand your financial circumstances, develop appropriate strategies, implement recommendations, and keep your financial plan aligned as your needs evolve.
Our Process
A successful advisory relationship begins with understanding what matters to you. Global Advisers follows a structured, collaborative process to understand your financial circumstances, develop appropriate strategies, implement recommendations, and keep your financial plan aligned as your needs evolve.
A Clear, Structured Approach
Whether you are seeking investment management, financial planning, or broader wealth management, our process begins with you.
Initial Conversation
We begin with a conversation about your goals, concerns, priorities, and what you expect from an advisory relationship. This provides an opportunity to understand your needs and determine how Global Advisers can help.
Strategy & Implementation
We develop recommendations based on your objectives and financial circumstances. Once a strategy is established, we help implement investment and planning recommendations, establish or transfer accounts when necessary, and coordinate with your attorney, CPA, insurance professionals, or other advisers when appropriate.
Discovery & Evaluation
We develop a comprehensive understanding of your financial picture, including investments, income, liabilities, retirement resources, taxes, insurance, estate considerations, liquidity needs, and other circumstances relevant to your financial decisions.
Ongoing Monitoring & Advice
Our relationship continues after implementation. We monitor investments, review progress toward your goals, and adjust recommendations as markets, financial circumstances, tax considerations, or personal priorities change.
Explore each stage to see what happens, what we may need, and what you can expect.
Initial Conversation
We begin by understanding what brought you to Global Advisers, what matters to you, and what you expect from an advisory relationship.
We discuss your goals, concerns, priorities, financial circumstances, and the decisions that led you to seek advice.
Very little initially. The first meeting is primarily a conversation. Detailed documents are generally gathered after we determine that it makes sense to continue.
A straightforward discussion about your situation, the services that may be relevant, and whether Global Advisers is an appropriate fit for your needs.
PRIORITIES
QUESTIONS
Discovery & Evaluation
We develop a comprehensive understanding of your financial position and identify the decisions that require attention.
We evaluate investments, income, liabilities, retirement resources, liquidity, taxes, insurance, estate considerations, and other circumstances relevant to your financial life.
Depending on the engagement, we may request account statements, retirement information, income and tax documents, insurance policies, estate documents, debt information, and other relevant records.
A clearer view of your current position, potential gaps or conflicts, and the financial issues that should receive priority.
PICTURE
Strategy Design
The information gathered during discovery is translated into coordinated recommendations based on your objectives and financial circumstances.
We develop investment and planning recommendations, evaluate alternatives, consider tradeoffs, and determine how the individual pieces should work together.
We may need clarification of priorities, preferences, liquidity requirements, risk considerations, or other assumptions before recommendations are finalized.
Recommendations presented in context, including why a particular course is being considered, how it relates to your objectives, and which decisions should be addressed first.
Implementation
Once the strategy is established, we help put the agreed recommendations into action.
We establish or transfer accounts where necessary, implement investment decisions, organize planning actions, and coordinate with attorneys, accountants, insurance professionals, and other advisers when appropriate.
Depending on the recommendations, implementation may require account forms, transfer instructions, signatures, beneficiary information, or coordination with other professionals.
A defined sequence of actions rather than a collection of disconnected recommendations, with responsibilities and next steps made clear.
Ongoing Monitoring & Advice
Implementation is not the end of the process. Investments and financial strategies continue to be reviewed as markets and personal circumstances change.
We monitor investments, review progress, reassess planning assumptions, and update recommendations when financial circumstances, markets, tax considerations, or priorities change.
Ongoing communication. Changes in income, employment, family circumstances, business interests, taxes, liquidity needs, or other material financial matters may affect the strategy.
A continuing advisory relationship in which the strategy is monitored rather than simply delivered and left unchanged.
An Ongoing Relationship
Financial planning and investment management are not one-time events. We remain involved as your circumstances evolve, providing ongoing advice, monitoring, and coordination to help keep your financial strategy aligned with what matters to you.
Explore Our Planning Solutions
Discover how we can help you navigate your unique circumstances.
Explore More
Learn more about what we do and the individuals, families, businesses, and organizations we serve.
Let’s Talk
800.832.8514
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