Meeting Process

Your pursuit of true wealth begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.

  • Introduction
  • Discovery
  • Design
  • Implementation
  • Maintenance


From the moment you schedule a consultation, our team goes to work for you – connecting you with an advisor suited to handle your unique needs. When it comes to first impressions, don’t settle for a handshake.


In our initial meeting, we focus on getting to know you, your values and your goals. Finding out what is important about money to you, special dreams you’d like to achieve and the legacy you want to leave. We seek to discover what things concern you and what you want us to focus on in your True Wealth Journey. We cater our entire process to helping you determine what your goals are, and we focus on enabling you to live your ideal lifestyle. We detail everything related to your current financial situation and assess your risk tolerance to get an accurate sense of our starting position.


Once we accurately identify your current financial situation, we customize a plan based on your goals and values to help you and your family work towards financial success. We help you link all the various aspects of your financial life to your financial plan. We explore and explain alternatives that can help improve your financial situation. We are not believers in high pressure sales tactics – rather we come alongside you and explain the pros and cons of every choice we present, so that you thoroughly understand your choices and can make informed decisions. There is not a universal “one size fits all” solution out there, and each client has their own unique values that we take into careful consideration when crafting a financial plan. Our success hinges on you achieving your goals. Our desire is to help you pursue your goals at the level of risk you are comfortable with, not reaching for the highest rate of return on your investments without regard to risk.


It is at this point that you make the decision to enter into a client-advisor relationship with Bain Wealth Management. Once you decide to implement your plan, our Client Services team assists you in completing all the necessary paperwork and keeps you closely in the loop with detailed updates throughout the entire process. When your new account is funded, we make sure you have convenient online access to view your financial plan and investment accounts on your secure personal portal.


After implementing your plan, we help you stay on track in several ways. First, we regularly communicate with you and encourage you to ask questions, checking in throughout the year. We provide ongoing educational workshops to help you grow in your financial understanding and knowledge. We equip you with a secure personal portal that you can view on any device, anywhere you have internet access. It allows you to see your entire financial situation in real-time, linked to your financial plan. And finally, we meet at least annually, updating your financial plan to include all of your life’s changes and to review your investments, monitoring progress towards pursuing your goals.

30 Day Check-In

You can be as involved in your wealth plan as you’d like thanks to the Bain Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.

90 Day Check-In

Once your wealth plan is in motion, we meet with you annually to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.

Yearly Check-In

Early retirement? European vacation? No matter what your idea of “true wealth” is, we will help you develop a personalized wealth plan to help you pursue your goals.

Ready to Start the Process?

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