Our Process

“Its the work on your desk…It’s the work on your desk. Do well with what you already have and more will come in”

-Charlie Munger, Vice Chairman of Berkshire Hathaway

The spirit of this quote is what we strive for – to take care of our clients first and foremost. In doing so, the greatest compliment we can receive is a recommendation from an existing client.  Over time, our practice has become primarily referral based, but from time to time we are able to accommodate new unsolicited relationships. 

That being said, here are some things to consider:

How do I know if I am a good fit to work with Flagship?

We have found that we deliver the greatest value when we focus on complex situations that
require our experience.  What we have found is that we are the best fit for:

  • Families looking for a long term relationship who are accumulating wealth, enjoying their wealth (i.e. generating income to fund what they value most), and protecting their wealth to ensure it passes in the manner they wish.
  • Families wishing to hire a single point of contact, who will coordinate with their other professionals to streamline the implementation of their plan.

As a client of Flagship Wealth Management Group you can expect:

  • To be heard & understood
  • To be taught
  • To have your problems solved
  • To have us keep in touch
  • To help you change what needs changed

Please be aware that we limit the number of clients we work with as we do not want to dilute the quality of services offered.  Due to this, we are unable to take on one-time projects.

Our Process:

Step 1:

Flagship offers an exploratory 30-minute phone or video call with those interested in becoming a client, during which Mike will ask a lot of questions — and answer any that you may have.  If things sound like a mutual match, we’ll then create an agreed upon schedule on starting the planning process.  

Step 2:

Gathering Data.  Here we will be looking for anything relevant to your financial life and goals (investment accounts, insurance policies, etc.).  This is just one part of the puzzle.  The other is completing some financial psychology questionnaires which will help Mike to better understand more about your and your partners relationship with money and how it impacts you managing your end goal(s).

Step 3:

Reviewing the findings of the money script and money behavior inventory questionnaires that you and your partner (if applicable) have completed. 

Step 4:

Our recommendations blending what has been learned through the financial psychology questionnaires / your goals/ and investment analytics to create a comprehensive plan which we will then coordinate with your tax and legal professionals

Step 5:


Step 6:

On-going monitoring.

All together, in the first year you can expect to have anywhere from 4-6 meetings. In subsequent years, we will meet either face to face or electronically 2 times (one of those will always be in person).

Let’s make a plan.

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