Holistic Wealth Management & Planning Process
Achieve Your Ideal Life
The Seven Stages
The heavy lifting required to achieve your ideal life
Gather all financial documents for your family and/or business in preparation for the initial meeting with us.
Getting to know each other!
We meet with you to review financial documents and benchmark your current financial reality. Then, together we complete your personal Financial Navigation Guide®, which is built around your values and future goals.
Holistic Wealth Management Plan
We review your Financial Navigation Guide® and develop a written step-by-step plan of action designed to get you where you want to go, keeping a focus on your values.
Here we come Ideal Life!
We implement your plan based on your Financial Navigation Guide® which actualizes your goals and values. The idea behind a Holistic Values-Based Financial Planning is that we agree upon a plan, and you delegate it to us for execution. You put us in charge of your financial future so you can focus on life.
Team work makes the dreams work!
Based on the implementation plan, we are both accountable to certain things. We expect our clients to follow through on the actions they commit to take, and we expect to be held to the same standards.
Staying the course!
We meet with you twice a year to gauge progress, answer any questions, and serve as your financial coach when you need advice. These meetings allow us to review your Financial Navigation Guide® and Implementation Plan to make sure we are all still on track.
Life Happens, course correction on the horizon!
Each year, we’ll review your Financial Navigation Guide®, evaluate your goals, monitor our progress, and make necessary adjustments to your Implementation Plan. Our expectation through this entire process is that we will build a mutually beneficial, long-term relationship. We want you to be so pleased with our services that you refer your family, friends, and associates.
The Outcome: When you delegate what you can to someone else, you have more time for the really important things in life.
The heavy lifting required to achieve your ideal life
Gather all financial documents for your family and/or business in preparation for the initial meeting with us.
Getting to know each other!
We meet with you to review financial documents and benchmark your current financial reality. Then, together we complete your personal Financial Navigation Guide®, which is built around your values and future goals.
Holistic Wealth Management Plan
We review your Financial Navigation Guide® and develop a written step-by-step plan of action designed to get you where you want to go, keeping a focus on your values.
Here we come Ideal Life!
We implement your plan based on your Financial Navigation Guide® which actualizes your goals and values. The idea behind a Holistic Values-Based Financial Planning is that we agree upon a plan, and you delegate it to us for execution. You put us in charge of your financial future so you can focus on life.
Team work makes the dreams work!
Based on the implementation plan, we are both accountable to certain things. We expect our clients to follow through on the actions they commit to take, and we expect to be held to the same standards.
Staying the course!
We meet with you twice a year to gauge progress, answer any questions, and serve as your financial coach when you need advice. These meetings allow us to review your Financial Navigation Guide® and Implementation Plan to make sure we are all still on track.
Life Happens, course correction on the horizon!
Each year, we’ll review your Financial Navigation Guide®, evaluate your goals, monitor our progress, and make necessary adjustments to your Implementation Plan. Our expectation through this entire process is that we will build a mutually beneficial, long-term relationship. We want you to be so pleased with our services that you refer your family, friends, and associates.
The Outcome: When you delegate what you can to someone else, you have more time for the really important things in life.
Finance Beyond Investments
Take the first step towards a transparent and cost-effective financial planning experience.
Contact us today to learn more about how Holistic Wealth Management & Planning can benefit you and to schedule a consultation with our team. Let us help you unlock your financial potential and build a solid foundation for a prosperous future.