What To Expect

From your initial interaction with TMW Advisory, you’ll quickly discern that our client service is unparalleled. Every interaction is crafted to make you feel valued, heard, and respected. Our team is dedicated to offering personalized attention, ensuring that every client experiences the pinnacle of service excellence.

01.

INITIAL CONTACT

Your journey with TMW Advisory commences the moment you reach out to us. Our primary objective is to gain an in-depth understanding of your unique personal & financial aspirations and wealth management goals. The “Contact Us” page is your gateway to initiating this tailored experience, designed meticulously to cater to your specific needs and expectations.

02.

INTRODUCTORY CALL

Every prospective client is accorded an opportunity for a Zoom call with Ms. Hadid. This session is integral, offering a platform to freely articulate your expectations, needs, and objectives. It also affords Ms. Hadid an opportunity to provide insights into how TMW Advisory can be instrumental in navigating your financial journey, ensuring that both parties are aligned for a potential partnership.

03.

RETAINER AGREEMENT

Following the initial discussions, a bespoke Retainer Agreement is crafted, reflecting the nuances of your financial needs and goals unearthed during the introductory call. Every clause, provision, and detail is tailored, ensuring the partnership is anchored on mutual understanding, transparency, and a shared vision.

BECOMING A CLIENT

The signing of the Retainer Agreement marks the commencement of an exclusive partnership with TMW Advisory. You are not just a client but a valued member of the TMW family. This phase is characterized by personalized attention, where every service, interaction, and engagement is meticulously tailored to exceed your expectations.

  • The start of an exclusive client relationship with TMW Advisory through the signing of the Retainer Agreement.
  • TMW Advisory's emphasis on creating personalized financial proposals.

PERSONALIZED PROPOSAL

Your induction into the TMW Advisory family is followed by an invitation to complete a detailed questionnaire. This crucial step lets our adept team glean insights into your needs, preferences, and expectations. The information gathered is instrumental in crafting a proposal that is comprehensive and meticulously personalized, ensuring every aspect of your financial landscape is addressed with precision and expertise.

Service Completion

At TMW Advisory, efficiency and quality are the hallmarks of our service delivery. Typically, the journey from the acceptance of the proposal to the completion of services spans 60 days. However, we acknowledge the distinctiveness of each client’s needs. For more complex cases that necessitate additional attention and expertise, the timeline may be extended, a factor that is consistently communicated and agreed upon with the client to ensure utmost satisfaction.

TMW Advisory's service completion timeline emphasizing efficiency and client satisfaction.
From proposal acceptance to service completion: A 60-day journey with TMW Advisory, tailored for client satisfaction.
TMW Advisory's commitment to personalized financial journeys.
Your financial milestones, expertly navigated with TMW Advisory.

Your Journey, Our Expertise

Embarking on a journey with TMW Advisory means entering a realm where every service is personalized, every interaction is meaningful, and every strategy is crafted precisely to meet and exceed your expectations. Welcome to a world where your financial aspirations are not just goals but achievable milestones, meticulously crafted and executed with expertise, care, and precision.

We would love to hear from you. Please fill out the form below and include as much details as you can about how we can help.

TMW ADVISORY