HIGH-TECH, HIGH-TOUCH CLIENT SERVICE


At CoreProcess Wealth Management, we hold ourselves to the highest possible service standards and have built our office to deliver a personalized experience that's tailored to meet our clients' individual needs.

We utilize the most up to date technology to provide our clients with the access to information they need.  But, we remain rooted to traditional “real people” personalized service standards and always strive to deliver an exceptional client experience.


 

Our model supports our frequent interactions, using the channel or combination of channels that's most convenient to you, phone, e-mail or in-person and yes, mail. 


12 MONTHLY CONTACTS

Each month our clients hear from us either by phone, letter or email.


4 QUARTERLY UPDATES

Our clients receive detailed progress reports so they know where they stand in reaching their investment goals.


1 YEARLY PLANNING REVIEW

A comprehensive review and update on their long-term investment plan.


ONGOING FINANCIAL COUNSEL

Have a financial question?  Call us.