Individual-solutions
Our Process with Individual Clients:
At Beaulieu Wealth Management, under advisory services; we are all Fiduciaries. We specialize in helping individuals develop sound retirement strategies. To make the process simple and transparent, we use a 4 step Financial Planning Process:
- Introduction Meeting - we get to know each other
- FactFinder - we gather financial information from you
- Data Validation - we meet to review your data and present our both our analyses and recommendations
- Plan Implementation - we start the journey of implementing your custom plan
We take a very hands-on approach to on-boarding and managing client portfolios. Once you have online access to your accounts, we then setup regular review meetings using the medium you are most comfortable with: either in-person, over the phone, or virtual.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
gbeaulieu@bwealthmgt.com | 401-691-4178