We're great listeners. We also ask the right questions to help find the perfect wealth advisor for you.

Our Process


The Process

Meet Your Advisor® is a registered trademark of My Wealth Match© and is a proprietary process used for matching specific wealth advisors who align themselves with your money and your values so you can live your life, and use your wealth as an extension of what you want and truly believe.  The Meet Your Advisor® process combines proven executive recruiting techniques, with awareness and sensitivity, to create a unique and customized methodology to every search.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column]

[vc_column_text]During Discovery we will conduct Client assessment interviews with you over the phone to determine what type of Advisor will be most compatible for the you.  We learn from your history about your attitudes concerning your wealth, biases, values, perspectives, decision making patterns as well as what has and hasn’t worked for you in past.   We will we seek to understand what has inspired you to become who you are in the world, and the challenges and triumphs you have faced along the way.   We get to know you on a deeply personal level.  What we will never do is ask you how much you’re worth, what you earn, or how much you have to invest.[/vc_column_text]
[vc_column_text]This phase of our process will determine what your critical standards are. These will frame your requirements, preferences and deal breakers. This part of the process will expose fundamental values on a personal, social, moral and professional level. The rationale behind knowing your standards is to understand what type of Advisors upon which to concentrate, while remaining open to possibilities. As the nation’s leading authority on the wealth management industry, My Wealth Match© personnel are experts in identifying compatibilities beyond the obvious.[/vc_column_text]
[vc_column_text]My Wealth Match© takes what we have learned from you and overlays that information over the advisors in our network and eliminates the deal breakers. Then, we conduct in-person or video conference interviews with advisors that meet your requirements and preferences. During this customized screening process, Advisors undergo the same comprehensive assessment that you do. We then create a short list of only those advisors with the greatest compatibility for presentation to you.[/vc_column_text]
[vc_column_text]After vetting, My Wealth Match® will publish for you comprehensive dossiers of the Advisors we have vetted. The presentations detail the significant attributes of the advisors, along with insightful observations about the Advisors’ intangible qualities. The presentation will include our perspective of the Advisors on a personal, social, moral and professional level. In addition, we will provide comprehensive background checks from an independent third party vendor at no extra cost. With this intelligence, you can make an informed decision whether to pursue an introduction to one or all of the advisors or discontinue the search.[/vc_column_text]
[vc_column_text]Should you wish to be introduced to one or more of the Advisors we have presented to you, my My Wealth Match® will arrange a mutually convenient date and time for a face-to-face meeting. We will only introduce you to those Advisors who we believe are highly likely to be the best possible matches for you, given the universe of potential possibilities. This is the most critical phase in the process. A face-to-face meeting provides the setting for both of you to develop an accurate gauge of personal, social, moral and professional compatibility. Only at this point will our engagement fee be due.[/vc_column_text]
[vc_column_text]After the introduction, both you and the Advisor(s) separately consult with My Wealth Match©. This is the Assessment phase. My Wealth Match© explores with each party to discuss how the meeting went, what was encouraging and areas of concern, and determines how each would like to proceed. This phase is especially helpful for both the you and the Advisor. As an objective third party, My Wealth Match© adds significant value to developing the relationship. In most cases, this is the time when you and the Advisor decide together to elect to pursue a business relationship.[/vc_column_text]
[/vc_column][/vc_row][vc_row][vc_column][vc_cta h2=”Take Action” add_button=”right” btn_title=”Schedule a Complimentary Client Conversation” btn_add_icon=”true” btn_link=”url:http%3A%2F%2Fmyweathmatch.wpengine.com%2F%3Fpage_id%3D1792||”][/vc_cta][/vc_column][/vc_row]

Phone: 972 265 5242
Fax: 972 931 3965
Suite 300, Plano Texas 75024
6860 Dallas Parkway