We sit on the same side of the table as our clients.
Each relationship begins via a discovery meeting—an arena for both client and Resolute to assess the client-advisor fit. The questions asked during this initial session don’t just touch on the financial, they dissect the personal, identifying a client’s passions, challenges, and lifestyle goals to form a comprehensive financial and lifestyle picture.
We then present prospective clients with an initial plan for review, which entails in-depth, goal-building strategies and establishes necessary actions to achieve discussed goals. From there, a mutual commitment meeting allows clients to ask questions and drill into the plan to determine if the value Resolute offers meets their expectations.
If a relationship is agreed upon, Resolute starts work immediately, putting the plan into action, meeting regularly with clients, monitoring and/or realigning portfolios daily via sophisticated technology platforms. Throughout our relationship, open, two-way communication is key to maintaining and strengthening our client-advisor relationship, and empowering clients to take on a deeper ownership of their success.