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Step Three
Drafting the Blueprint
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Theme:
The Architecture of Your Financial House - Creating your Investment Policy Statement
Description:
During this 45-60 minute meeting we will review the Investment Policy Statement (IPS) that we prepared after the Step Two meeting. The IPS is a written document crafted especially for you. It outlines all of your most important issues and goals as well as outlines the policies and procedures we agree to for the purpose of managing your investments.
We will deliver a copy of the first draft of your IPS to you for your review prior to the Step Three meeting. The agenda for this meeting is to discuss, modify and approve the IPS.
Educational Resources:
Action Items:
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You sign the IPS and DMM Management Agreement,
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Complete new account applications and transfer requests
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We will begin the process of moving your accounts
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