Getting Started

We at The Darrow Company understand that your primary concern is achieving your life-planning goals and objectives for you and your family. You have attained a level of wealth and want to know how to protect, maintain, and grow this wealth, while at the same time how to use your wealth to facilitate reaching your goals.

Clients come to us to develop, manage, and execute a customized wealth strategy for them because they are busy, smart people and know that they do not have all the answers for their wealth management needs. We start the process by:

• Telephone Appointment
  Initiating a telephone appointment with you, listening to your wealth management interests, describing our services, and answering any preliminary questions about these services.
• Initial Data Collection Inquiry and Marketing Package
  Forwarding our introductory package of materials to you, including our proprietary initial data collection information package request and a risk tolerance questionnaire.
  
  The data collection and risk profile may be downloaded here
• Scheduling the Right Fit™ Meeting
  Setting up a meeting to determine whether or not you will be a good fit with the particular strategies and methods of The Darrow Company advisors.
• The Right Fit™ Meeting and Engagement of Services
  Executing our financial planning engagement agreement when you are ready to engage us and we have agreed that a Right Fit™ between us has been established, completing the data collection information package, and requesting additional information as needed.
• Development of the Financial Model
  Beginning to develop the Financial Model for you with the information provided, including developing a pro-forma balance sheet, cash flow statement, income statement, asset ownership analysis and Monte Carlo simulations.
• Review of your Current Estate Plan, Investments, Taxes, and other Financial Issues
  Using this Financial Model to review your estate, current investment management programs, stock option programs, business situations, tax implications, charitable interests, real estate holdings, employee benefits, retirement plans, special needs, and education planning (as applicable).
• Presentation of your Wealth Management Strategy
  Preparing and delivering a presentation illustrating how we plan to consolidate your existing investment accounts into accounts we will manage for your benefit. This presentation is a central blueprint for the investment management process going forward.
• Implementation of your Wealth Management Strategy - Transfer Process and Account Funding
  Organizing the necessary paperwork to establish the investment accounts to manage, execute account transfers, fund your revocable trusts, and coordinate the entire investment and estate plan for you.
• Coordination and Oversight of Outside Professionals
  Contacting the important professionals in our network (or the advisors you currently have) to plan and implement your Financial Model. These professionals may include estate planning attorneys, CPAs, insurance agents, mortgage brokers, trust officers, and/or separate account investment managers, among others.

Contact Us to discuss your wealth management services needs and arrange for The Right Fit™ Meeting to see if our solution fits your needs.