New
Client Experience
At Highland Partners, we are excited about our “New Client Experience”, designed to guide you through every stage of your financial journey. Our proprietary process is formulated to ensure each step is tailored to your unique needs and goals. From our initial Fit Meeting to the deployment of your personalized strategy, we are committed to providing a high level of service and support. With our team's guidance, you can confidently plan for your future and legacy.
"A Process with a Purpose"
Step 1: Fit Meeting
The first step in working with our team is a FIT meeting. This is a 60-minute discussion designed to discover the probability of a long-term relationship based on a comprehensive understanding of each other. Through our Fit process, we will discuss financial and lifestyle goals, review your investable assets, and make sure we have a good connection as a team.
Step 2: Discovery
The Discovery Meeting is the next step of our process. Identifying what matters most to you and collecting necessary information helps to build your financial map. We will collect and review account statements, estate documents, and insurance policies. In addition, we will establish expectations for what will happen moving forward.
Step 3: Design
This is the pivotal stage where our New Client Experience truly unfolds. We'll guide you through transferring your assets, explore protection strategies, and uncover tax-saving opportunities. Our approach includes tailored recommendations designed to meet your unique investment, tax strategy, legacy planning, and insurance goals.
Step 4: Deploy
We're dedicated to putting your financial plan into action to help achieve your goals. Once we've collaborated on a comprehensive strategy tailored to your unique needs, we'll move into the deployment phase. This involves implementing your plan, utilizing our experience and resources to execute each component. Our dedicated team will work diligently to ensure that every aspect of your financial plan is handled with care. Our aim isn’t just to build a plan, but to support you, as you grow into it.
Step 5: Adventure Begins
The next step in becoming a client at Highland Partners marks the beginning of your new adventure. Moving forward, we'll establish a consistent schedule for reviewing your personal goals-based strategies. During these dynamic “Strategy and Tactical” meetings, we’ll be future pacing as we evaluate the alignment of your investment goals and objectives. Most importantly, these meetings will allow us to proactively build an ongoing partnership centered around what matters most to you!