Discovery Meeting
It’s important for you and your wealth manager to get to know one another before working together. Whether you’re determining your vision for retirement, looking to finalize your estate plan, or planning to retire soon, we will help you discover where your life and financial goals intersect.
Data Gathering & Case Planning
We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. We take a comprehensive look at your life and finances to guide us in building a wealth plan that’ll set you on the path toward your goals.
Solutions Meeting
After understanding every financial and non-financial asset in your life, we create a personalized wealth plan—a plan that’ll serve as the road map toward your goals. We’ll meet with you again to present this plan and our proposed financial solutions, giving you a clear picture of the steps you need to take to achieve your vision of the future.
Implementation
Financial planning means little without taking action. Once your plan is approved, we’ll set it into motion through the opening of accounts, purchasing of investments, and any other steps needed to put your plan in place.
60-Day Check-In & Ongoing Support
Once your wealth plan is in motion, we’ll meet with you after 60 days to assess the performance thus far, and show you the impact that your financial plan is making on your long-term goals. Then, we’ll meet with you at least annually to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Our financial checkups help ensure that, when your life changes, your wealth strategy evolves with it. Having a plan is a start—but we help ensure that the plan is in motion and stays in motion.
Take the First Step
Your financial goals are within reach. Let us help you chart the course to get there. Contact Peak Wealth Management today to take the first step towards a more confident, secure future.