What To Expect

Introductory Interview

  • Meet the Cottonwood Team
  • What Cottonwood Capital Offers
  • Fees & Expenses
  • Client Review Process
  • Discuss Expectations

Financial Planning Process

  • Discovery
    • Current Income
    • Expectations / Fears
    • Retirement Income
    • Current Assets
    • Retirement Goals (Basic Needs, Healthcare, etc…)
    • Risk Analysis
  • Review
    • Probability of Success
    • Identify Modifications
    • Agree to a Plan
    • Provide Financial Plan Portal

Initiate Plan Directive

  • Open Investment Accounts
  • Establish Savings Plan
  • Allocate / Rebalance Investments According to Plan
  • Initiate Insurance Applications

Ongoing Advice and Support

  • Periodic Client Review
  • Provide Client Account Portal
  • Semi-Annual Investment Due Diligence
  • Semi-Annual Investment Rebalance
  • Monitor & Execute Cash Flow Activity
Cottonwood Painting C
 

 

*Artwork by Treslyn Shipley