At Falconer we utilize a highly interactive and personal planning process. As you move through the four phases we discuss pertinent life issues and collect the necessary information that will help us tailor your Comprehensive Wealth Plan to reflect your personal goals and values. We take the time to create with you an ever-evolving family profile. This profile provides us an overview of your main issues, questions, and concerns regarding your wealth. We explore your money history together… We offer client retreats in a variety of formats dependant upon your family's needs and wants and co-design the appropriate environment prior to scheduling the retreat. Phase Time Frame Interactions Deliverables PHASE ONE Exploratory PHASE TWO Clarification/ Discovery PHASE THREE Strategy PHASE FOUR Implementation 1-3 Weeks 3-6 Weeks 3-4 Weeks 2-4 Weeks Complementary Initial Consultation (1 hour) Client Retreat (2-3 hours) Plan Presentation Meeting (2 hours) Implementation Meetings (time dependant upon needs and involvement of other professionals) Falconer Information Kit, Form ADV, Contracts, Personal Quote and Fees Personal Profile Workbook, Personal Project Calendar, password and access to client only section on website Comprehensive Wealth Plan Implementation Action Plan, Client Satisfaction Survey