OUR PROCESS
Our client process at Magnetic North Financial is structured into four stages and depending on your unique needs and goals, our proprietary solution is divided into three risk brackets: Growth, Pre-Retirement, and Retirement.
01
INTRODUCTION
The intro is to engage with potential clients and learn about their financial planning needs. Our team of certified financial planners is here to assist you and focus on areas that can help you visualize a future together. During this initial meeting, we take notes, explain our value, and show how we can help you achieve your financial goals. We ask for a small commitment upfront to hold the process for all parties involved.
02
GROWTH
For Growth, we suggest our client invest in our Crown Jewel separately managed process, "Curiosus." If the relationship doesn't meet the minimum or the solution requires a different approach, we use our other technique, comprised of the same method as Curiosus but uses exchange-traded funds.
03
PRE-RETIREMENT
Pre-retirement is an exciting time, and we understand that people get anxious about changing their day-to-day routines. We require all pre-retirees to update their financial plan annually, including estate conversations and medical emergency procedures. This starts at year three, before the client's pre-determined retirement date.
04
RETIREMENT
Finally, when we bring ourselves to Retirement, we do one of two things based on size, strategy, etc. Either money gets modeled down to our low-risk parameters or in our defensive growth model.
This is why a financial plan is required. We need to know how much risk is necessary to keep the client's day-to-day life secure.
You can find more information about Curiosus on our website by clicking here.
Address
1156 Bowman Road, #200
Mt Pleasant, SC 29464