Broker Check

Our Process

The Discovery Meeting

Successful planning starts with trust. We dedicate our initial meetings to learning about you and your life, both inside the financial world and beyond it. Through listening and asking the right questions, we seek to gain a thorough understanding of who you are and what you value most.

The Retirement Review

Financial planning should inspire confidence and clarity in your future. To that end, our advisors offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals. The result? A life filled with financial confidence, and a retirement that reaps the rewards of sound preparation.

The Solutions & Implementation Meeting

Working as a team, our advisors will carefully integrate your financial plan into a holistic, cohesive solution. While we will present our best recommendations and advice, our clients will always make the final decisions.

After presenting our leading recommendations, we encourage our clients to take the time to select the strategies that excite them most. Upon your selection, we will set the plan to action. To ensure the total alignment of your strategies, we will coordinate our process with additional members of your team, including CPAs and attorneys.

Monitoring & Review

At Wealth Advisors Who Care, we design comprehensive financial plans to adapt to the unexpected. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs. Through strategy meetings and our annual reviews, we will work alongside you to adapt to change and continue promoting your success.