Our Process - The Watchman Group

TWG Engagement Experience

Let’s see what’s possible together.

We start with a brief, no-pressure call. If it’s a fit, we’ll guide you through discovery, planning, and a detailed proposal.

You’ll see exactly how we approach cash flow, taxes, estate planning, and long-term goals—no decisions until you’ve seen the full picture.

Step One

Getting to Know You

We’ll take a closer look at your full financial picture. What are your goals—retirement, selling a business, giving to charity, building wealth for your family? You’ll share key documents and details online through a secure portal or during a live meeting—whatever works better for you.

Step Two

Building Your Plan

Once we have the full picture, we’ll create a personalized financial plan based on your goals, timeline, and comfort with risk. We’ll look at:

Your spending needs and potential income sources
How to lower your taxes
Your estate or legacy plans
Any risks you might face
What opportunities or gaps we see

We’ll work through this together, on the big screen in our office or a virtual meeting so you can follow along and ask questions as we go.

Step Three

Your Plan in Hand

Here’s what you’ll get from us:

A clear financial plan tailored to you
Investment ideas that match your goals
Tips for what to look out for in the future
A review of your current investments (if needed)
Simple action steps to handle complex needs
A breakdown of our fees and what happens next

This plan is yours to keep—no matter what you decide.

Step Four

Your Decision

Now that you have everything, you can choose whether to move forward. There’s no pressure at all. We want you to feel good about your next steps.

Step Five

Getting Started

Onboarding is simple and efficient. All forms are handled online, and we’ll walk you through each step. You’ll complete:

Custodian forms
Account setup
Trusted contact forms

Step Six

Putting Your Plan to Work

We’ll get your plan moving right away. We’ll handle the trading, track your progress, and make sure everything matches your goals and tax situation.

No stress.

No hassle.

Step Seven

Staying on Track

As time goes on, we’ll keep checking in with you to make sure everything stays on course. We’ll meet as needed—online, in person, or by phone—whatever fits your life best.