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THE "UNIVERSITY WEALTH MANAGEMENT" PROCESS


  1. DISCOVERY

Successful financial planning begins with identifying and prioritizing your goals, then aligning your financial landscape to fit that picture.  During this meeting, we will learn about your current financial situation and what you would like to accomplish. We will gather your financial documents and use a short risk questionnaire to help structure our recommendations.

  2. PRESENTATION  

We will present and discuss your customized financial strategies and recommendations, adjusting as needed, based on our discussions. 

   3. IMPLEMENTATION

Once you have approved the proposed financial strategies, we will work with you to put our recommendations into action. Using our collaborative online planning tool, we will organize all your financial components in one place and allow you to see how they are all interconnected.

  4. MONITORING

We will continually monitor and update our strategies and recommendations to evolve with your changing situation. With our online client portal, you can view your finances in one easy-to-use place, accessible by phone, tablet or computer.


Schedule An Introductory Call

Interested in developing a customized strategy for your unique investing, financial planning, and wealth management needs?

To schedule an introductory call, just click the green button.