Wealth Management

Ongoing financial planning and investment management.

Client Experience

  • 1.

    Step 1: Onboarding and Kick-off

    You’ve decided to work with Birch Investment Management - congratulations! This is a big first step toward achieving your financial and lifestyle goals. During this step in our first year of working together, we’ll start the onboarding process by signing your contract, and scheduling our first Discovery Meeting. In our Discovery Meeting, we’ll be focused on getting to know you, and gaining a deeper understanding of how your finances can better impact your life.

  • 2.

    Step 2: Understand your goals and values

    Your life is unique - shouldn’t your financial plan be, too? Our job is to help you dig deeper to clarify your goals and values. From there, we can help you to determine how your finances can align with those things to help you build a fulfilling lifelong strategy for both now and in the future.

  • 3.

    Step 3: Understand your goals and values

    Over the course of our financial planning relationship, we'll dig deeper into each component of your financial life to build your unique financial plan. We will cover:

    • Spending and cash flow
    • Savings goals and vehicles
    • Estate planning
    • Insurance
    • Short-term goal strategy
    • Retirement planning
    • Investing
    • Leaving a legacy
    • And more!
  • 4.

    Step 4: Monitoring and Adjustments

    Once your plan has been created, we’ll be able to help you monitor your finances in an ongoing capacity. As your life changes, your plan will adjust to ensure that your best interest is always at the core of the financial decisions you make. During our engagement, we meet two to three times per year. During these meetings, we cover the key elements of your financial plan. These include:

    • Cash flow
    • Debt management
    • Investing
    • Risk management
    • Retirement planning
    • Tax planning
    • Estate planning
    • Insurance
    • Education savings
    • And more!
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