What to Expect: Our Approach to Working With Clients

Our planning process is uniquely designed to allow clients the time and  latitude to make comfortable, educated decisions about choosing us as their partner in financial success.

We have a very low-pressure, multi-step process:

INTRO CALL WITH YOUR PLANNER

The first step in our process is a short 20-minute call to learn more about each other. We think this step is critical.  This is where we get a general idea of where you’re at today, and what’s on your mind. We’ll share a little about our process too, and this is where we decide if we’re a good fit. 

For Tony Bucci’s Bio click here 

For Diveysh Sharma’s Bio click here

DISCOVERY MEETING

If we’ve both decided we’re a good fit after our intro call, this is our first in-office meeting. You will receive a simple checklist of what information to gather before this meeting. We’ll get a clearer picture of your current financial situation, and dig into the questions that brought you to us in the first place.

OBSERVATIONS MEETING

You’ll love this meeting. This is where we give you some ideas to consider and some observations about your current situation and your plans for the future. This is also where you’ll have the full picture of how we will work together. We can schedule the next visit to sign forms to get our work together started, or feel free to take your time and sleep on it and let us know when you’re ready.

So, if you’ve decided you want to work with us. What’s next?

A QUICK CALL WITH KARIANN

After you’ve decided you’re ready to get started, we’ll schedule a quick call with Kariann to review all the information that has been gathered in your meetings with us. This helps us get the paperwork prepared to get things off on the right foot.

 PAPERWORK MEETING

During this meeting, we will cover all of the steps in order to open your accounts, transfer your assets and what to expect from your partnership with Mission Point Planning and your advisor.

STRATEGY MEETING(S)

At this final on-boarding meeting we will cover what the future looks like for you. We will review any pending action items, as well as our investment philosophy including our bill or rights,  your accounts, your online access, and how we conduct future review meetings.

BEGIN ONGOING PLANNING PROCESS

Finally, after completing the on-boarding process we’ll begin our regular review process, custom designed to your situations, needs and values.

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Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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