Financial Planning
At Glennan Wealth Management we have a 5 step process for all of our clients as we take them on their financial journey. This process begins with an initial meeting and ends with an annual planning meeting - making sure that everything from risk to investment strategy is covered. Step 1: Discovery Meeting Step 2: Financial Planning Meeting Step 3: Mutual Commitment Meeting Step 4: 50 Day Follow Up Meeting Step 5: Annual Review Meeting Please see our website for more details of this and our other services