Financial Planning


MERIT develops a comprehensive Financial Plan to assess a client's financial situation and build future projections.


MERIT's Interactive Financial Plan capture's a client's entire financial situation via an integrated, shared web portal.

​​Investment Management

MERIT utilizes each client's financial plan to define & implement an investment strategy to build long term wealth.


MERIT manages all aspects of investing client accounts to generate the highest risk-adjusted returns.


Financial Advisory


MERIT advises on all client financial items such as savings strategies, debt management, insurance, real estate, etc.


MERIT answers financial questions, provides referrals for tax & legal services and builds a communication strategy.
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Process


Step 1: Introductory Discussion - :20-:30 minutes


  • Discuss the client's financial situation & objectives.

  • Provide an overview of MERIT’s services & explain how we can add value for you

  • Identify action items for your situation & discuss the next steps 


Step 2: Client Information Discovery & MERIT's Interactive Financial Plan - :60 minutes


  • Capture client information to create an initial draft Interactive Financial Plan
  • Gather client investment account information to review current investment strategy

  • Discuss MERIT's services, investment strategy, account logistics and other topics


Step 3: Review Interactive Financial Plan & MERIT Proposed Investment Strategy - :60 minutes


  • Review a first draft of the client's Interactive Financial Plan complete with financial projections
  • Discuss the current investment strategy findings & MERIT's new proposed investment strategy
  • Finalize any initial questions or discussion items & next steps to get started

Financial Advisory

MERIT'S PROVIDES THREE KEY 

INTEGRATED SERVICES FOR ALL CLIENTS

MERIT's comprehensive financial advisory service includes:


1) Financial Planning, 2) Investment Management and 3) Financial Advisory 

Investment Management

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Financial Planning


Merit Investment Management

MERIT ​ INVESTMENT MANAGEMENT