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Proven Process
Your journey toward genuine wealth starts with a solid strategy for success. Whatever your vision of true wealth, we're here to guide you at every step. Our Proven Process begins by understanding your passions, goals, and needs. We then create a personalized financial plan that evolves with you as your life and aspirations change.
Welcome Assistance
Ongoing Care
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ONBOARDING
Introduction
Exciting changes begin as soon as you book your consultation. We’ll connect you with Mr. Bapi Majumder, who is committed to helping you achieve your financial freedom.
Introduction
ONBOARDING
Discovery & Visioning
Mr. Bapi Majumder will take the time to understand your unique situation and personal goals. You won’t be treated like just another number—Bapi will delve into what truly drives you and what financial freedom means to you.
Discovery & Visioning
ONBOARDING
Document Deep Dive
A thorough examination of your life and finances will uncover your priorities and identify the adjustments needed to move you closer to your vision of freedom.
Document Deep Dive
ONBOARDING
Personalized Proposal
Once we’ve assessed all your financial and non-financial assets, we’ll develop a tailored wealth plan that acts as a roadmap to guide you toward your goals.
Personalized Proposal
ONBOARDING
Plan Implementation
The process continues beyond the creation of your personalized plan. We consistently monitor and adjust your plan as life evolves to ensure your path to freedom remains clear and unobstructed.
Plan Implementation
ONGOING CARE
30 Day Review
With the Client Experience, you can be as involved in your wealth plan as you wish. Your customer account consolidates all your accounts in one place, making it simple to view your plan and track your progress.
30 Day Check-In
ONGOING CARE
90 Day Review
Once your wealth plan is underway, we’ll reach out after 90 days to review your goals, assess your plan, and ensure your investments are aligned with your best interests. Having a plan is just the beginning; we help make sure it’s actively working and adapting to keep you on track.
90 Day Check-In
ONGOING CARE
Yearly Review
Whether it's early retirement, an international vacation, or any other vision of “true wealth,” we will meet with you annually to create a customized wealth plan designed to help you achieve your goals.
Yearly Check-In
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