Our Process is a Two-Way Partnership

The Orcheski Wealth Advisory Group begins every client relationship with an in-depth, comprehensive financial plan. We truly believe that a thorough understanding of a client's entire financial situation is necessary before relevant financial advice can be given.

The Financial Planning Process 
Financial planning is an ongoing process that includes:

• Evaluating your current situation

• Clarifying your goals

• Identifying hurdles in achieving your goals and considering alternative solutions

• Developing a comprehensive written analysis with recommendations

• Implementing your plan

• Reviewing your plan on a regular basis

Implementation and Review of Your Plan 

Upon completion of your financial plan, we will determine if you need to meet with other professionals, such as an insurance specialist or an estate lawyer, to implement your plan. We will also review your portfolio to ensure that it is consistent with your personal and financial objectives.

Once your plan is implemented, we will want to review it with you every year or whenever there is a significant change in your circumstances.

 

Backed by a 200-year legacy of trust, insight and thought leadership

As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You'll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.