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Client Experience Process

Our Client Experience Process is designed to give you the customized approach you desire with an advisor you trust.

This map provides a general outline for the steps in which your relationship with HCM will progress.

Step 1

Introductory Phone Call Cincinnati, OH HCM Wealth Advisors

Introductory Phone Call

We set up a complimentary phone call with one of our Wealth Advisors to explore preliminary questions used to determine whether or not it makes sense to pursue a possible relationship with HCM.

Step 2

Discovery Cincinnati, OH HCM Wealth Advisors


This is where we get to know you, your family, your priorities, your hopes, and your dreams. In short: what’s meaningful to you now, and in the future. 

Step 3

Initial Planning Cincinnati, OH HCM Wealth Advisors

Initial Planning

Based on the information we’ve gathered, we’ll share our analysis and recommendations as well as how we will address the priorities you established during our Discovery Meeting – and show you how we’re different.

Step 4

Onboarding Cincinnati, OH HCM Wealth Advisors


Feel like HCM is a good fit? Let’s make it official. At this meeting, we will move forward with our professional relationship. We’ll help you organize the paperwork you received, explain our statements and reports, and make sure you are good to go on all aspects of this great new relationship.

Step 5

Wealth Design Plan Cincinnati, OH HCM Wealth Advisors

Wealth Design Plan

Based on our initial analyses, we’ll create a comprehensive evaluation, offer specific wealth management and advanced planning strategies, then share with you for your review.

Step 6

Wealth Design Execution Cincinnati, OH HCM Wealth Advisors

Wealth Design Execution

We’re always available to chat about your investments, but we also schedule regular meetings to review changes in your personal or financial life and make adjustments to your Wealth Management Plan as needed

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