AA_Seven Steps | Option 2 | 9.18.23

EXPLORATORY MEETING

DISCOVERY MEETING

ONGOING MONITORING & REPORTING

PLAN PRESENTATION

30/60-DAY FOLLOW-UP

EXECUTIVE SUMMARY

STRATEGY IMPLEMENTATION

1. EXPLORATORY MEETING

• Scheduling an initial exploratory meeting allows us to determine if our alignment while working together is a match.

• Our key objective within our meeting is establishing mutual comfort, understanding any and all goals, and prospective challenges that could arise upon achieving those goals.

1. EXPLORATORY MEETING

5. STRATEGY IMPLEMENTATION

• Together we execute your strategy over several weeks alongside the expertise of other professionals (such as your attorney) to sign necessary documents.

• If Arcuri Associates is managing your assets, we’d transfer them to a new account within this step to get you started.

2. DISCOVERY MEETING

• Once you agree to work together an extensive discovery meeting occurs to develop your financial plan.

• We will analyze your current and long-term goals while reviewing your balance sheet (including assets and liabilities) to understand you overall financial position.

4. EXECUTIVE SUMMARY

• Incorporating feedback discussed in prior meeting(s) a roadmap is presented to proceed forward.

• While executing your blueprint, the team will continue providing adjustments needed to achieve your goals.

7. ONGOING MONITORINGAND REPORTING

• Ongoing meetings ensure an opportunity to provide ever-evolving life changes that may have taken place.

• Our team constantly evaluates and modifies your plan as needed to ensure you are on track to achieving your goals.

• Updates, reports, and strategy meetings are provided at a frequency that works best for you.

6. 30/60-DAY FOLLOW-UP

• After your plan is in effect, we deliver constant updates on your status toward your goals.

• A 30/60-Day follow-up meeting is planned to discuss progress, review your statement(s) and online resources, and determine ongoing meeting frequency.

3. PLAN PRESENTATION

• A Wealth Management Plan is presented soliciting feedback and determining next steps to implement said plan.

• Multiple meetings may be necessary to develop a fully customized plan that works for your specific family and/or business situation. Adjustments may occur to ensure alignment progresses with your future and current goals.