Are We the Right Firm to Address Your Need?

At Franklin Madison Private Wealth, we specialize in guiding high-net-worth individuals through the complexities of retirement planning. Taking the first step can feel daunting, but with our structured approach, you’ll gain the clarity and confidence needed to make informed financial decisions that align with your goals and values.

A Professional Dialogue to Evaluate Fit, Needs, and Next Steps

Your journey toward purposeful wealth management begins with a focused, 60-minute introductory meeting. This conversation sets the tone for the caliber of relationship we aim to build, one based on trust, clarity, and mutual alignment.

This isn’t a casual meet-and-greet. It’s a structured, professional exchange designed to uncover your most pressing needs and determine whether our expertise is aligned with the outcomes you’re pursuing.

Before the Call: A Brief Pre-Meeting Survey

Once you schedule your call, you’ll complete a short intake survey, two minutes, no fluff.

This gives us a head start. We review your responses in advance so our time together is focused, relevant, and productive. It’s how we respect your time—and signal the standard of preparation you can expect moving forward.

Opening the Conversation: What Prompted You to Reach Out?

We begin with a direct question:
“What prompted you to reach out?”

This single prompt often leads to a candid, focused discussion about what’s not working, what’s uncertain, or what’s keeping you up at night. You’re not here for a sales pitch. Neither are we. We’re here to determine whether there’s a problem we’re uniquely qualified to solve.

Unpacking Life Transitions

Major life changes often lead successful individuals to seek a new advisory relationship. Whether you’re approaching retirement, evaluating your estate strategy, or confronting the tax complexities of wealth distribution, we want to understand what’s driving your decision to explore a new direction now.

Our ability to add value is directly tied to the timing, context, and magnitude of those changes.

What Does Success Look Like?

Before we discuss solutions, we ask a more important question:
“How will you know this relationship is working?”

Whether it’s reducing lifetime tax exposure, securing multi-generational wealth transfer, or simplifying your financial life, we want to understand your benchmarks for success. That clarity allows us to define not only how we’ll help, but how you’ll measure value.

Anything Else We Should Know?

We conclude by asking if there’s anything we haven’t covered that deserves attention.

This ensures we close the conversation with a full understanding of your priorities, concerns, and desired outcomes.

Our Commitment: Straightforward Dialogue. No Sales Agenda.

If we believe we can help, we’ll outline how our planning process addresses the problems you’re looking to solve. No gimmicks. No generic presentations. Just candid answers, grounded in experience.

If we’re not the right fit, we’ll say so, and we’ll point you in the right direction.

Our process is built for clarity and efficiency. If we mutually agree that there’s a strong fit, you can expect the next steps to unfold with the same professionalism you experienced on the initial call.

A Personalized Proposal Delivered Within 24 Hours

Following our conversation, we’ll prepare a custom proposal that outlines:

• The specific challenges we’re solving for

• The planning framework we’ll use

• The deliverables and outcomes you can expect

• A transparent fee structure—no hidden costs, no ambiguity

This isn’t a templated pitch. It’s a detailed plan designed specifically for your financial situation, goals, and priorities.

Review on Your Timeline

You’ve made significant financial decisions before. You don’t need a follow-up call to “check in.”
We give you the time and space to evaluate the proposal at your pace—no pressure, no sales agenda.

When you’re ready to move forward, you’ll know. And when that moment comes, we’ll be ready to act with precision.

Engaging the Relationship

Moving forward is straightforward:

• You confirm your acceptance of the proposal

• We send over our engagement agreement for signature

• Your first month’s advisory fee is processed

• Your initial planning session is scheduled via video

No friction. No confusion. Just a smooth, professional onboarding process designed to get you quickly on the path toward clarity and control.