Who We Serve
We partner with CEO’s, business owners, university faculty, divorcees, and professionals who want to retire happy without worry.
Our Services
At Wealth Advisors Who Care, you can expect us to get to know you and your family, your goals, and what matters most to your bottom line. We pride ourselves on finding the best options for your individual needs and presenting those options clearly and concisely.
Our area of expertise falls under these main services:
Our “Financial Blueprint” Process
STEP #1
Decide you are ready to plan for your financial future. Request a complimentary in-person or virtual Discovery Meeting and we’ll provide details from there.
STEP #2
At our Discovery Meeting, we’ll learn about your life goals and you’ll learn about our experience and planning process. We’ll determine if we’re a good fit to proceed.
STEP #3
Gather information about your financial situation, including your income, expenses, liabilities, real estate, retirement accounts, life insurance, etc.
STEP #4
Develop a comprehensive financial plan to include recommended solutions to help you achieve your life goals. Estimated time: 1 to 2 weeks
STEP #5
Present our analysis and findings as well as our recommended solutions. Address any further questions.
STEP #6
Implement the plan then monitor and adjust any investments as needed. Conduct an annual review to include a complimentary updated financial plan.
