Please scroll down to the scheduling tool on this page and chose a date and time to discuss your desires and questions with Dave Eads, CFP®. We can meet in-person at our firm’s office, or virtually via web conference on Zoom. We will answer any questions you have and present you with our firm’s approach to managing PCRA accounts at Charles Schwab.
If you decide to have Vital Investment Management manage your Schwab 401k PCRA account, we will send you all of the necessary paperwork to allow our firm you manage your account based on the portfolio parameters we both agree to operate within. We will also have you complete a financial planning data gathering sheet so we can build the framework of your personalized financial plan. We will then create your financial plan and meet with you to discuss your goals and present the initial plan. Your financial plan will be updated ongoing and we will modify it as your needs and goals evolve over time.
Once the forms are signed (electronically or hard copy), we will submit them to Schwab and link your accounts’ portfolio management to Vital Investment Management.