The first step in our process is to get organized. We strive to make the beginning of our relationship as simple as possible, guiding new clients through the onboarding process by gathering statements, assessing the financial landscape, and starting to understand your goals.

Once we’ve gotten a sense for your total financial picture, our team will begin to prioritize our work. We’ll drill down into your needs, starting with the work that will have the most immediate impact on your peace of mind.

Based on your unique goals, needs, and comfort level, our team will begin to build your plan. At Bartlett, we take a planning-first approach to wealth management, letting your financial planning needs guide how we allocate your assets and invest your wealth. This plan will serve as a roadmap for the long term, and it’s something we will continuously assess together.

Now it’s time to implement your strategy. At this stage, your Bartlett team will run simulations, make assessments, and invest your assets according to your plan. In the background, our in-house team of research analysts will make recommendations to your wealth managers regarding investment rebalancing and opportunities.

Truthfully, the work we do at Bartlett is never done. While we keep an eye on our clients’ long-term goals, we know that the road often changes. Life events, new goals, and more guide our work. We will continuously revisit your plan to work toward what your goals are today.