Client Process
Initial Meeting
The initial meeting is a free consultation that typically lasts 45 minutes to an hour. This is a discovery meeting for the client and the company. We want to ensure the services offered match the clients needs. We need to discover your financial goals, risk tolerance, time horizon and your values when dealing with finances.
Commitment Decision
At this point the client makes a decision if they want to commit to relationship with CWS Asset Management. That decision includes whether the client wants to continue on an hourly basis or assets under management basis.
Plan Presentation
Several weeks following the initial meeting several investment plans will be presented in accordance with the clients results and desires from the initial meeting.
Follow Up
Approximately 45-60 days following the plan presentation, contact will be made to confirm the client is satisfied with the services rendered.
Annual Follow Up
A annual review will be scheduled for clients who chose the assets under management option. This will consist of a review the clients current financial situation, changes to financial goals and a review of progress made in the past year.
Initial Meeting
The initial meeting is a free consultation that typically lasts 45 minutes to an hour. This is a discovery meeting for the client and the company. We want to ensure the services offered match the clients needs. We need to discover your financial goals, risk tolerance, time horizon and your values when dealing with finances.
Commitment Decision
At this point the client makes a decision if they want to commit to relationship with CWS Asset Management. That decision includes whether the client wants to continue on an hourly basis or assets under management basis.
Plan Presentation
Several weeks following the initial meeting several investment plans will be presented in accordance with the clients results and desires from the initial meeting.
Follow Up
Approximately 45-60 days following the plan presentation, contact will be made to confirm the client is satisfied with the services rendered.
Annual Follow Up
A annual review will be scheduled for clients who chose the assets under management option. This will consist of a review the clients current financial situation, changes to financial goals and a review of progress made in the past year.