Our Process

Trovena, LLC. wealth management consulting process involves the following key principle events.

Wealth Management Consulting Process

• Meeting 1 – Discovery Meeting – We explore whether working together to achieve all that’s important to you is a good idea.
• Meeting 2 – Investment Plan Meeting – We present our investment plan for you.
• Meeting 3 – Mutual Commitment Meeting – We decide to move into a formal relationship with each other and if so, begin implementing your investment plan.
• Meeting 4 – We begin sharing your client profile with our expert team and devising solutions to your advance planning needs. At this meeting we’ll answer questions as well as help you organize mass of paperwork you received as we opened accounts for you.
• Meeting 5 – Advanced planning ideas are discussed and prioritized.
• Ongoing – Regular Progress Meetings – Advanced planning strategies are implemented and monitored.

Please contact us if you have questions or a scenario you’d like to discuss with us.