Our Process
What We Do
Sherman Wealth Solutions LLC is a boutique financial planning firm that integrates the different facets of your finances together all in one plan. We look at your current financial standing to tell us where you are and then provide you with recommendations and options for you to choose from.
Investment Management Process
Financial Planning Process
Intial Meeting
Meet with the Sherman Wealth Solutions LLC team and determine what your financial planning needs are.Engagement
After our meeting, we will send you an engagement letter, risk tolerance questionnaire, and the firms Form ADV.
Document Request
We will then do a review of your finances. During this phase, we will request several documents including investment statements, living expenses, liability balances, estate documents, and insurance policies.
Annual Meeting
After reviewing your financial information, we will have your annual meeting. During this time, we will run scenarios and provide you with recommendations and options.Post Meeting
We will work with you to follow through on the recommendations you have accepted during our meeting.
Financial Plan & Meeting Summary
We will provide you with a copy of your Financial Plan and Meeting Summary.
Monitor the plan
We will continue to monitor the plan through the year.