{"id":354,"date":"2021-02-02T17:51:31","date_gmt":"2021-02-02T17:51:31","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/?page_id=354"},"modified":"2024-10-30T19:51:54","modified_gmt":"2024-10-30T19:51:54","slug":"process-services","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/process-services\/","title":{"rendered":"Process &#038; Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"354\" class=\"elementor elementor-354\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f75315d e-flex e-con-boxed e-con e-parent\" data-id=\"f75315d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d39881f e-con-full e-flex e-con e-child\" data-id=\"d39881f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-578576e e-con-full e-flex e-con e-child\" data-id=\"578576e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-0968d31 e-con-full e-flex e-con e-child\" data-id=\"0968d31\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-72d6645 elementor-widget elementor-widget-image\" data-id=\"72d6645\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-content\/uploads\/sites\/80\/elementor\/thumbs\/JSS_logo_horiz_white_800px_trans-p38orfyq2vhlxy3305relduq0q0oncpmi8zizqp150.png\" title=\"Julie Shipley-Strickland Wealth &#038; Risk Management\" alt=\"Julie Shipley-Strickland Wealth &amp; Risk Management\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3643ae9 elementor-widget elementor-widget-heading\" data-id=\"3643ae9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Process &amp; Services<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-177d76a e-flex e-con-boxed e-con e-parent\" data-id=\"177d76a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d6d375e animated-slow e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"d6d375e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aec404d elementor-widget elementor-widget-text-editor\" data-id=\"aec404d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The wealth &amp; risk management lifecycle requires a good foundation, as well as ongoing nurturing. With Julie\u2019s affable yet efficient onboarding process and her thorough periodic reviews, success goes beyond the traditional market gains; embracing a deeper financial understanding, having a solid plan and establishing the comfort in knowing you are working as a team to achieve your financial goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80f9d3f elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"80f9d3f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e975478 elementor-widget elementor-widget-heading\" data-id=\"e975478\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The Process<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8720b1d elementor-widget elementor-widget-text-editor\" data-id=\"8720b1d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Information &amp; Imagination:<\/strong> Fact finding and info-gathering via genuine conversations. This is the time to DREAM big!<\/li><li><strong>Innovation:<\/strong> A HOLISTIC view on all aspects of wealth including establishing a well-rounded plan to include protection, capital appreciation and legacy planning.<\/li><li><strong>Integration &amp; Implementation: <\/strong>The technical jargon and documents to support your action plan &#8211; cue up your DIGITAL signature.<\/li><li><strong>Inspection: <\/strong>Monitoring and reviewing your plan and making sure you CELEBRATE those milestones.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a36ad79 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"a36ad79\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ee1e7b9 elementor-widget elementor-widget-heading\" data-id=\"ee1e7b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Investment Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df51bf2 elementor-widget elementor-widget-text-editor\" data-id=\"df51bf2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Wealth &amp; Risk Roadmap<br \/><\/strong>Uncover your current + future\u00a0 financial needs and expectations; assess risk, evaluate time horizon and set goals.<strong><br \/><\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f2fe198 elementor-widget elementor-widget-text-editor\" data-id=\"f2fe198\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Investment Portfolio<br \/><\/strong>Create a thoughtfully tailored and complimentary portfolio based on proper research that is managed and monitored frequently.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9e44516 elementor-widget elementor-widget-text-editor\" data-id=\"9e44516\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Estate &amp; Retirement Plan<br \/><\/strong>Establish your retirement + your legacy objectives through succession planning by using various investment vehicles.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-309936b elementor-widget elementor-widget-text-editor\" data-id=\"309936b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Medical Assessment<\/strong><br \/>Coordination of in-home or clinical medical assessment, medical history and clarification on the insurance rating system.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9cbf43b elementor-widget elementor-widget-text-editor\" data-id=\"9cbf43b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Lifetime Pulse Check<\/strong><br \/>Consistent discussions around financial education; monthly portfolio monitoring, quarterly exchanges and personal client touchpoints; semi annual and annual reviews.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Process &amp; Services The wealth &amp; risk management lifecycle requires a good foundation, as well as ongoing nurturing. With Julie\u2019s affable yet efficient onboarding process and her thorough periodic reviews, success goes beyond the traditional market gains; embracing a deeper financial understanding, having a solid plan and establishing the comfort in knowing you are working [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-354","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/pages\/354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/comments?post=354"}],"version-history":[{"count":3,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/pages\/354\/revisions"}],"predecessor-version":[{"id":1223,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/pages\/354\/revisions\/1223"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/media?parent=354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}