Migration Wealth Management specializes in providing fee-only financial planning and investment management to people in their 30s & 40s.

Schedule a Free, No Obligation Meeting

Contact

317-584-6448

6673 E County Rd 100 S, Avon, IN

operations@migrationwm.com

How Does This Work?

If you’re anything like us, you appreciate knowing what you’re getting yourself into before scheduling a meeting or filling out a contact form on a website.

Here’s what to expect:

Intro & Discovery Meeting
1 Hour
1-Hour Intro & Discovery Meeting

Our 1-Hour Intro & Discovery Meeting takes place via virtual meeting.

What's the purpose of an Intro & Discovery Meeting?

The purpose of our Intro & Discovery Meeting is to help you make an informed decision about hiring us and evaluate the value of working together.

This is an opportunity for us to learn about who you are and what you are looking for in a Financial Planner, and gives us both a chance to make sure your situation matches our expertise.

During this meeting, we will take the opportunity to get to know you, dive into your financial situation, and tell you about our philosophies, our process, and our service model.

If we believe it makes sense to work together, then we will recommend one of our service models to you.

The goal is that by the end of this meeting you should have all the information that you need to make a decision to work with us or not.

If we are not the right fit for you, we will happily point you in the right direction for your specific situation.

Sleep On It
Sleep On It

Not everyone is comfortable making a commitment to work with us at the end of the Intro & Discovery Meeting.

We totally get that. Choosing the right Financial Planner for you is a big decision. We're not in a rush for you to make a decision that we hope to be a long-term relationship working with us.

If you need some time, we'll agree to follow up a week after our Discovery Meeting to see if you have any more questions or if you have made a decision.

Let's Get Started!
Let's Get Started!

We're excited to be working with you! We begin by getting an Advisory Agreement signed, setting expectations, and laying out next steps.

Get Organized Meeting
Get Organized Meeting

Paperwork. The words no one wants to hear.

While gathering information isn't fun, it's vital to our wealth management process. We want to know ALLL the details so that we can make the best recommendations possible for you.

Luckily, we are able to handle this process entirely virtually. The intent of our Get Organized meeting is to make this part of the process as easy on you as possible.

Financial Planning
Financial Planning

This is where the fun starts for us! Now that we have all of your financial information, we get to dive in and develop your initial Financial Plan!

Initial Financial Plan Review Meeting
Initial Financial Plan Review Meeting

Our Initial Financial Plan Review meeting is set for 2 hours and can be held virtually or in-person.

We will review where you are, your goals and where you want to go, and recommendations and action items for bridging the gap between the two.

Investment Account Onboarding
Investment Account Onboarding

After we have reviewed your Initial Financial Plan, we will have a clear picture of what accounts we will manage for you and where those accounts should be held.

We will setup a virtual 30-minute Account Onboarding Meeting to help ensure that the process goes smoothly.

Portfolio Recommendations Implementation
Portfolio Recommendations Implementation

After the Account Onboarding Meeting, we will have access to manage your accounts which means that it’s time for us to implement the portfolio recommendations that we have agreed upon during the Initial Financial Plan Review Meeting.

Ongoing Wealth Management

We don’t just get the plan in place and forget it.

A Financial Plan isn’t a one-time event. A Financial Plan is a living, breathing, and adaptable set of strategies. It is an ongoing process that evolves as your life changes.

Our ongoing relationship includes 2 Financial Planning meetings per year, investment portfolio management by us, and on-demand meetings as needed.

Spring Financial Planning Meeting
Spring Financial Planning Meeting

Our goal is to meet with our clients at least twice per year to get an update on their finances and plan for the next 6 months. This starts with our Spring Financial Planning Meeting.

Fall Financial Planning Meeting
Fall Financial Planning Meeting

During our Fall Financial Planning Meeting, we review anything that needs to be accomplished before the end of the year and look forward at what opportunities we can take advantage of at the beginning of the year.

Investment Management
Investment Management

We constantly monitor your portfolio and take action as needed.

On Demand Advice, Consulting, Questions
On Demand Advice, Consulting, Questions

Financial Planning needs don't only happen during our scheduled meetings.

No question is too small, too silly, or too dumb. We're here for all of your financial needs.

Schedule Your Free Intro & Discovery Meeting Below

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