{"id":540,"date":"2021-07-28T16:47:35","date_gmt":"2021-07-28T16:47:35","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/?p=540"},"modified":"2021-07-28T16:47:35","modified_gmt":"2021-07-28T16:47:35","slug":"the-client-journey","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/2021\/07\/28\/the-client-journey\/","title":{"rendered":"The Client Journey"},"content":{"rendered":"

It is well known that building one\u2019s wealth and mitigating risk takes time, but what about the time and structure needed to get set up for this long-term process? My client journey framework puts just as much emphasis on getting you and your finances properly set up for success as it does in achieving your goals. Here\u2019s a brief overview of my process so that you can get a taste of how I set up my clients for financial success!<\/span><\/p>\n

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Step 1 – Information & Imagination<\/b><\/h4>\n

In this first step, I undergo the fact-finding portion of my process, gathering key information about you through genuine conversations. First, I want you to paint me a picture of your life – tell me about your lifestyle, family life, hobbies; I want to hear it all! Next, I will review your past investment history, what has worked and what hasn\u2019t, and where you see yourself growing. Finally, I want you to <\/span>dream big<\/span><\/i> and tell me all about any investment goals or milestones you\u2019d like to reach.<\/span><\/p>\n

Through deep-dive discussions, I can uncover your current and future financial needs and expectations. I can also assess your level of risk, evaluate your time horizon and set realistic goals to meet your projected milestones. In summary, we lay your financial foundation to build upon it!<\/span><\/p>\n

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Step 2 – Innovation<\/b><\/h4>\n

This step includes going over a<\/span> holistic<\/span><\/i> view of all aspects of wealth, including establishing a well-rounded plan. In my experience, investments and insurance go hand-in-hand. Your full plan will include protection, capital appreciation and legacy planning. For example, If I were outlining an estate and retirement plan for a client, the plan would also contain a detailed investment portfolio and insurance blueprint. No matter the age of my clients, I\u2019m always looking for creative and comprehensive solutions for protection as well as investments.<\/span><\/p>\n

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Step 3 – Integration & Implementation<\/b><\/h4>\n

I\u2019ll be the first to admit that this is the part filled with all the less exciting technical jargon and documents to support your action plan \u2013 cue up your <\/span>digital<\/span><\/i> signature. However, I\u2019m committed to going through every step with you to ensure you fully understand my role and the strategy I\u2019ve outlined for you. I want you to feel fully confident before you\u2019re anywhere near that dotted line.<\/span><\/p>\n

I do have some positive news for this stage, though. Luckily, we have been able to keep most documentation digital through DocuSign \u2013 thank goodness \u2013 should have seen the giant stacks of paper that were needed just one short year ago\u2026#thankyoucovid.<\/span><\/p>\n

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Step 4 – Inspection<\/b><\/h4>\n

In this final step, you can find me constantly monitoring and reviewing your plan to make sure you\u2019re celebrating those milestones! As a client of mine, you\u2019d also be undergoing a lifetime of what I like to call \u2018pulse checks.\u2019 These are meetings where we sit down to review your investment plan in order for you to be fully aware and understand where your investments stand. Financial education is <\/span>so<\/span><\/i> important and is an essential piece to ensure you are accomplishing your financial goals.<\/span><\/p>\n

As for the insurance side of your plan, there is no need to constantly have check-in meetings unless there has been a significant life change. When we implement them, we try to plan for a few years out – an annual review is how I monitor and is helpful to stay on top of life changes.<\/span><\/p>\n

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I hope this brief step-by-step overview gives you a better understanding of my overall client journey… To keep up with more information about the world of finance and how I support my clients to financial success, follow me on Instagram at <\/span>@wealthwithjulie<\/span><\/a> or on <\/span>Linkedin<\/span><\/a>. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

It is well known that building one\u2019s wealth and mitigating risk takes time, but what about the time and structure needed to get set up for this long-term process? My client journey framework puts just as much emphasis on getting you and your finances properly set up for success as it does in achieving your […]<\/p>\n","protected":false},"author":116,"featured_media":543,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","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":""},"categories":[1],"tags":[],"class_list":["post-540","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/posts\/540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/users\/116"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/comments?post=540"}],"version-history":[{"count":2,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/posts\/540\/revisions"}],"predecessor-version":[{"id":544,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/posts\/540\/revisions\/544"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/media\/543"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/media?parent=540"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/categories?post=540"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/wp-json\/wp\/v2\/tags?post=540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}