Our Process
What Does Becoming A New Client Look Like?
Partnering with The Hamilton Group begins with a few straight-forward steps. With the mindset that your time is one of the most important things you can share with someone - we promise never to waste yours. Our introduction process is designed to be educational, enjoyable and focused on adding value & ensuring that we are the best fit for your needs.
Meet
It starts with an introductory meeting focused on where your life is today and your vision for the future. We share who we are, what we do and the different ways we can develop a comprehensive & customized financial plan to preserve and grow your wealth. If we both feel we can add-value, a list of items to gather is provided and we schedule the next meeting to dive deeper into your tailored financial plan.
Learn
In the next meeting (in-person, virtually, or by phone) we take a comprehensive look into your life and finances. Through our holistic approach, we thoroughly examine your current financial situation - we ask a lot of questions, we listen & asses any areas for improvement and identify missing opportunities to optimize your financial well-being.
Plan
After understanding your goals and circumstances - it is time to plan! Together we design a financial plan to organize your financial life (don't worry, we'll do all the heavy lifting!) and to serve as your financial roadmap going forward.
Review
After becoming a client of The Hamilton Group at Baird, we will monitor your progress diligently, make adjustments as needed, & maintain open communication to establish a strong financial foundation, ensuring stability & security for you & your loved ones. We connect with our clients for periodic check-ins, structured review meetings and to provide ongoing market insights, and the latest industry education and actionable financial guidance.