The Cypress Capital New Client Experience is purposeful and powerful. Each step of the experience is designed to provide a clear path for you to understand your current financial situation and how you may reach your goals and dreams.

  • Step 1: Initial Meeting Discovery Process

    • Learning about you, your vision, values and what’s important to you.
    • Understanding any special concerns/challenges
    • Discovering how we can add value
    • Communicating our wealth management process

  • Step 2: Develop Financial Strategy

    • Gather data, documents and statements for analysis
    • Determine risk tolerance
    • Analyze current investments
    • Develop strategy

  • Step 3: Implementing Strategy Meeting

    • Presentation of financial plan/investment proposal
    • Discussion of fees
    • Decision to implement solutions
    • Sign documents as needed

  • Step 4: Implementation of Financial Strategy

    • Transfer existing assets
    • Execute agreed upon strategy

  • Step 5: Follow Up Face to Face Meeting

    • Review first statements and organize paper work
    • Review of online resources
    • Develop schedule for future meetings

  • Step 6: Develop Wealth Management Plan

    Serve as coordinator between client’s CPA and attorney as it applies to:

    • Estate planning and family dynamics
    • Retirement planning
    • Credit, lending and education planning
    • Insurance and liability management
    • Business succession planning
    • Charitable giving mission

  • Step 7: Ongoing Review Process

    • Regular goal and investment reviews
    • Monitoring of wealth management plan
    • Perpetual evaluation of our service
    • Identifying changes to lifestyle, needs, and objectives