Effectively planning for your retirement and other aspects of your financial life requires more than cookie-cutter financial advice. We understand that your financial circumstances, goals, needs, and lifestyle are unique, and your financial plan should be tailored to fit you. At Peak Wealth Management, we utilize a simple five-step process that allows us to assess your individual needs, develop a customized financial strategy, and provide continued service to keep that plan on track.
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.
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.
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.
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.
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.
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.