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How To Protect and Distribute Your Wealth In Uncertain Times

Host:Host:

Daniel Williams, FounderDaniel Williams, FounderWellfleet Wealth Inc.Wellfleet Wealth Inc.200 Eastwind Circle #100200 Eastwind Circle #100Wellfleet, Ma. 02667Wellfleet, Ma. 02667

59 Walpole Street, Suite 31159 Walpole Street, Suite 311Canton, Ma. 02021Canton, Ma. 02021

Wellfleet Wealth Inc. is not a subsidiary of Wellfleet Wealth Inc. is not a subsidiary of nor controlled by ING Financial Partners Inc.nor controlled by ING Financial Partners Inc.

March 10, 2010March 10, 2010Seashore PointSeashore PointProvincetown, Ma.Provincetown, Ma.

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Client

InvestmentConsulting

WealthProtection

WealthEnhancement

LegacyPlanning

Wealth Transfer

Consultative Wealth Management

Copyright 2010, Wellfleet Wealth Inc.

Personal CFO Team

Client

PersonalCFO Team

PersonalAttorney

Estate Planning Attorney

Personal CPA

Other Personal Advisor

Portfolio Investment Group

Risk Management

Specialist

Financial Adviser

Copyright 2010, Wellfleet Wealth Inc.

A Consultative Wealth Management Process

1st MeetingDiscovery

• Completion of discovery process• Duration: 1 – 1.5 hrs.

• Presentation of investment plan• Recommendations for moving forward• Duration: 1 – 1.5 hrs.

• Confirmation of commitment• Duration: 1 hr.

• Organization ofaccount paper work• Duration: 1 hr.

Two Weeks

2nd MeetingInvestment

Plan & Proposal

ProposalDiagnostic of current

situation, recommendations and details on investment

approach.

3rd MeetingMutual

CommitmentMeeting

OneWeek

2 - 4Weeks

4th MeetingFollow-up

1 - 3Months

5th MeetingRegular ProgressMeeting

Advanced Plan• Team of specialists use their

expertise to assess entire financial situation and devise suitable

solutions• Comprehensive plan created to address entire range of client’s

financial needs

• Review progress and plan implementation • Meet with team experts when appropriate• Duration: 1 hr.

Copyright 2010, Wellfleet Wealth Inc.