Our Process

The Discovery Meeting

Our Discovery Meeting is a time to get to know each other. There is no obligation or cost. It is a comfortable, 50-minute conversation during which we begin to understand your concerns and expectations. You will have the opportunity to learn about our company and to ask questions about our qualifications, experience, values and best practices. Refreshingly, this is not a sales presentation. The goal of our Discovery Meeting is simply to provide you with specific, detailed information about our firm, philosophy and practices, and frankly, for us to determine if our firm is a good fit for your specific situation.

The Due Diligence Process

Our Due Diligence Process is an in-depth effort through which we will gain a thorough understanding of your unique financial concerns. We will ask detailed questions about your personal and professional relationships, financial risks and goals. We want to clearly understand what you expect your wealth, and Covenant Wealth Management, to accomplish for you over time.

The Solutions Meeting

During your Solutions Meeting, we will present our recommendations as a clear and powerful roadmap toward your financial goals. Our recommendations will include ideas for how to get from where you are today to where you plan to be in the future. We will also discuss the risks or constraints that may affect your results over time.

The New Client Process

Our new client onboarding process includes opening your accounts, depositing cash, and/or transferring assets from other custodians. We will ask permission to contact your legal and financial professionals as we routinely coordinate with these professionals to implement our recommendations.

The Review Process

During our ongoing and dynamic Review Process, we diligently measure the progress you are making toward your goals. At least quarterly, we will perform a thorough evaluation of your accounts. This includes an assessment of the performance of your securities portfolio. We will rebalance when needed to maintain an efficient asset allocation and we will evaluate additional opportunities that may help optimize your return. We will invite you to meet with us for an in-depth performance review and ongoing due diligence interview at least annually. If you have an unexpected life event or urgent concern between your scheduled reviews, please contact us immediately. Our financial advisors are readily available to assist you.