Are you a trustee or guardian for a wealthy family or individual? Are you on the board or the investment committee of a not-for-profit organization? If so, you understand the high calling of having authority over the investments and financial decisions of others who rely on you.
The WealthCoaches™ at FirstWave Financial® work with many individuals and professionals who are responsible for the financial well-being of others. We created The FiduciaryRelief Act™, a proactive six-step process designed specifically to provide advice, support, and structure to these trusted individuals and organizations.
Determines if you will receive the greatest value from our unique process
Gathers important information, confirms goals and areas of concern
Aligns goals and priorities to assure that responsibilities are met
Ongoing oversight and monitoring of your progress and needs
Clear periodic reporting of achieved investment results
Annual update of goals and plan for the coming year