Implementation Engagement

Pre-Implementation

• Advisor Pre-Implementation Meeting – we meet with your other advisors to prepare for the Launch Meeting.
• Client Pre-Implementation Meeting – we meet with you and your other advisors to discuss and set expectations for the Plan Implementation.

Plan Implementation

• Every detail of the plan is assigned to the appropriate advisor for immediate action. Each advisor then implements their portion of the plan, including funding, reporting, management, and legal documentation.  We will meet with your implementation team periodically and provide progress updates accordingly.
• Following implementation, we meet with you and your other advisors to review and address the Implementation Details, Exceptions Reports, and Remaining Questions.

Engagement fees are based on level of complexity, team support, and the Strazzeri Mancini partner with whom you work. Custom fee proposal based on family’s go-forward choices.