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Our Client Experience

1

Exploring a New Way of Thinking

Our initial discussions with you are intended to determine if our financial philosophy is aligned to your personal and business objective. We will engage in vision-building dialogues with you to understand your plans for the future and showing you a valuable new way of thinking about your financial strategy. We then work with you to create a process that will fulfill on your future’s potential.

2

Acquiring Knowledge

After visualizing where you want to go, we need to define where you are today. We will collect your financial information to create a clear picture of both your current and ideal financial position. This information provides a valuable instrument as we map a course toward your vision of prosperity.

3

Designing Your Financial Blueprint

Using the information you shared, we focus on your objectives and assess your current situation. A blueprint of your current financial status will be created to analyze your financial strategy, identifying potential threats and projecting the outcome of your current courses of action are likely to be. This is a time of transparency, exploration, and growth, as you begin to realize the financial possibilities that exist for the future you are creating.

4

Generate Results

This is where your future gains momentum. You begin to see the potential that is available to you using Lucido-Morris Wealth Management holistic planning process as your guide. The innovative strategies we implement on your portfolio are measurable and designed to help give you superior results instead of average product performance.

5

Co-Authoring Your Future

After our strategies have been integrated into your financial path, we want to hear about your experience working with our representatives. Since we work exclusively through personal introductions from our clients, we strive to improve the client experience quality each and every time. This conversation also sets the stage for our communications for the upcoming year prior to your annual review. During this time, we like to give you the opportunity to share our financial process with the people closest to you. We at Lucido-Morris Wealth Management are committed to your future and everyone in it.