Wealth Management Consultative Process

We act as personal Chief Financial Officer to our Clients. We use a highly consultative process that matches our Team of Experts with a limited number of Clients to provide Investment Consulting and to identify opportunities for Advanced Planning.

We start with a Discovery Meeting. During this Meeting, we discover what’s important to our Clients – their values, relationships, and interests as well as their current and future assets. We then help them define their personal and professional goals. We also discuss the manner in which they want to work with us and other important Advisors in their life.

The resulting Total Client Profile (TCP) tells us where the Client is and where they want to go. Horizon Capital Management’s job is to “build the bridge” between the two by creating a customized Investment Plan and Wealth Management Plan by utilizing its network of experts in investment consulting and the crucial areas of advanced planning. Together, the Investment Plan and the Wealth Management Plan create the structure of that bridge.

Each Regular Progress Meeting begins with a review of the TCP. Any unexpected changes in the Client’s life are immediately reflected in the TCP and any resulting adjustments to the Investment Plan or the Wealth Management Plan are implemented.

This process provides our Clients and their families the comfort of knowing their wealth will fulfill their goals.

Wealth Management Consultative Process