The Pelegris Wealth Management Group employs a consultative approach, which begins with open, two-way communication. Listening to and understanding our clients' need is paramount. Before we make any recommendations or suggestions, we need to learn the vision and objectives of our clients and determine what their level of commitment is so we can help achieve their goals.
We start by discussing issues relating to our clients' goals and their concerns in life. We want to understand where they are today and their vision for the future.
Our clients prioritize their needs (both short and long-term) and together we document their current and future resources.
We work with our clients to determine and articulate what they are trying to achieve when it comes to their personal and financial goals.
We will then present a financial plan to formalize the discussions, addressing where they are today and where they would like to be in the future. We will discuss a variety of concepts that will help bridge any gaps.
Based upon dialogue, we will present alternative strategies that will put our clients on track to achieving their goals. Not only is it important for the client to clearly understand the strategy it is equally important to ensure that they are comfortable with it and committed to it.
Together, we reach a consensus on specific solutions under each strategy, which will ultimately involve ongoing monitoring and periodic adjusting as required.
As we do with all of our clients, we will work closely with you to ensure that your investments and finances not only meet your current needs for income, growth and diversification, but also take into account your plans for the future and your family's long-term security.
We take a consultative approach to working with you and continuously evolve the process as your life evolves
“The Humanizing FOR2Mula”
• Why - We dive deep to determine the important aspects of your current and future situation in the following 3 areas
1.“F”amily
2.“O”ccupation, “R”etirement } “M”oney
3.“R”ecreation
– How - “M”oney - Our 5 step process is designed to get you there safely:
1. Understanding your needs
2. Planning for your needs
3. Choosing your solutions
4. Reviewing and communicating with you
5. Evolving and adjusting your plan