Panorama Process

A Collaborative and Comprehensive System of Wealth Management

NEW CLIENT EXPERIENCE

Our Discovery Meeting will help to determine if we are a good fit for you as Wealth Managers, and is the first in a series of meetings in our advisory process. Should you engage us as your advisors, our regular progress reviews will allow us to guide you over time as your life, goals, and circumstances change.

Discovery Meeting

Creation of Family Profile

Ideas & Advice Meeting

Our Recommendation for You

Implementation Meeting

Account Opening and Transfer Process

45-Day Follow-Up Meeting

Initial Review of Implementation

Regular Progress Meetings

Monthly or quarterly reviews / annual plan update

Let us organize your finances, so you have more time to focus on the important things in life.

Our goal is to provide families with investable assets of $1 million and above a service model and investment methodology typically available only to ultra-high net worth investors. Our approach is collaborative, utilizing an Advisory Network of outside experts including attorneys, accountants, insurance specialists, trust companies, lenders, and more.

Our proprietary Panorama^TM Process incorporates comprehensive planning, frequent communication, and sophisticated portfolio construction. Details about our unusual approach are provided below.

Comprehensive Planning

What is important to you and your family? Our approach is designed to organize and simplify your complex financial situation, freeing you to focus on what matters most. Steps we take on your behalf include:

Creation of a Family Profile, a visual representation of your "big picture"
Crafting of a Financial Plan (projections of retirement income and goal fulfillment)
Structuring of Investment Portfolio
Review of life insurance, liability insurance, and property insurance coverage
Coordination with other advisors (attorneys, CPA, etc.)
Estate plan analysis
"Map" (graphical summary) of investment accounts
Retirement income plan (depicting income flow from investment holdings and other sources)
Tax minimization strategies
Social Security Analysis (help with deciding when to turn on Social Security income)
Family Wealth Organizer (a binder that organizes family finances in an easily accessible format)

Frequent Communication

Weekly emails including market commentary from Strategas, Baird's award-winning macro research group
Monthly, bi-monthly, or quarterly service calls
Annual or bi-annual in-person reviews
Foley Hillsley Group Events – annual programming that is educational, entertaining, and philanthropic

Visit RetiredHappy.me, the companion website for our book Winning at Retirement, for resources and news stories related to retirement.

Sophisticated Portfolio Construction

The Foley Hillsley Group seeks to protect and grow assets by mixing traditional asset classes with alternatives such as private equity and strategies that are not highly correlated to stocks or bonds.

Foley Hillsley Group Fee Schedule

In most cases the Foley Hillsley Group applies an annual management fee (paid quarterly) for their services, as described in this schedule. Some exceptions apply, such as with accounts used to purchase initial public offerings (IPOs) and other underwritings, and in situations where a commission model is preferred by or is more advantageous for a client.

Our estimated fee level is provided here. Actual fees may vary on a case-by-case basis.

Give us a call at (610)238-6637 if you have questions about our fee schedule or about any other aspect of the Panorama Process, or to schedule an initial meeting.

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