Insurance

·  Discovery

Beginning with our initial meeting, we focus on getting to know you, your values and your goals. Finding out what is important about money to you, special dreams you’d like to achieve and what kind of legacy you want to leave. We want to know what things concern you and what you want us to focus on in the financial planning process. We cater our entire process to helping you determine what your goals are, and we focus on enabling you to live the lifestyle that you’ve been dreaming about. We detail everything related to your current financial situation and assess your risk tolerance to get an accurate sense of our starting position.

·    Design

Once we identify your current financial situation, we customize a plan
based on your goals and values to help you and your family achieve financial
success. We will explore and explain many alternatives that can help improve
your financial situation. We are certainly not believers in high pressure sales
tactics - rather we come alongside you and explain the pros and cons of every
choice we present, so that you thoroughly understand your choices and can make
intelligent decisions. There is not a universal “one size fits all” solution
out there, and each client has their own unique values that we take into
careful consideration while we work closely with you to tailor your financial
plan. Success to us is seeing you reach your goals. Our desire is to help you
accomplish your goals at the level of risk you are comfortable with, not
reaching for the highest rate of return on your investments without regard to
risk.

·    Implementation

It is at this point that you make the decision to enter into a client-advisor
relationship with Vermillion Wealth Management. Once you decide to implement your
plan, our team will process any transfer paperwork for you and keeps you
closely in the loop with updates and details throughout the entire transfer
process. Once your new account is funded, we make sure you have the proper
online access to view your financial plan and investment accounts on your
secure private personal website at your convenience.

·    Maintenance

After you implement your plan, we help you stay on track in several
ways. First, we regularly communicate with you and encourage you to ask
questions, checking in throughout the year. We provide ongoing education to
help you grow your financial understanding and knowledge. We equip you with a
secure-access private website you can view on any device, anywhere you have
internet access. It allows you to check in to see your entire financial
situation in real-time, linked to your financial plan. And finally, we meet at
least annually to sit down face to face and update your financial plan to
include any life changes and to review your investments, monitoring progress
towards achieving your goals.