Process Walkthrough & Timeline

Introduction Content Image

First Meeting - Intro & Discovery

Our first meeting will focus on mutual discovery beyond just investments. We'll learn about the particulars of your situation before sharing how we align investments with your values & goals.
Desk with phone and laptop

Review & Analysis

Merritt Point deeply analyzes your existing portfolio through the lens of the latest investment technology & our decades of experience in the wealth management industry. We assess for blind spots as well as opportunities to develop a plan for you and only you.
Financial Avisors hands on a conference table

Second Meeting - Plan Presentation

In the second meeting, Merritt Point will present where our specializations can help you in your financial life. From your core investments, to tax efficient strategies, to estate & wealth transfer, the custom plan we present will be based on your goals and objectives.
financial advisor consulting with clients

Agreement & Implementation

After customizing and refining your plan, Merritt Point coordinates, consolidates, & implements strategies striving to enrich your life by helping you to achieve your goals.