Smart Wealth Approach

The Smart Wealth Approach is the framework for how we work with our clients. It was designed with you in mind, it prioritizes accountability from us and it reinforces positive financial habits in our clients’ lives.

Step 1

Get to Know YOU

A quick meeting to find out about you.

The goal of this meeting is to get to know you, your situation, and what you're looking for. We will share a brief about ourselves, how we have worked with our other clients and the fortunes we have created for our clients. This will give you a fair idea about who will be managing your financial health in the coming years.

Step 2

Collaboration

This meeting would be to go over your goals and values and review the numbers so we have a clear understanding of where you are and what you're trying to accomplish.

Go over goals, values etc

Review your finances

Review the business (if applicable) and finish gathering all financial planning info.

Step 3

Plan Delivery

First, we review your full financial picture together:

• How you're invested, based on taxes

• Investment allocation

• Net worth

• Goals & priorities

‍Then we go over recommendations, action items, and your overall financial plan.

Step 4

Our Signature step

Accountability

We get it, life's busy.

It's easy to let important tasks slip through the cracks, which is why we created this step to ensure everything gets implemented from the plan. We follow up, monitor and meet as necessary to make sure you feel confident in your financial plan moving forward.

Step 5

Ongoing Planning

We create a new financial plan at the beginning of the year, conduct a mid-year review, review year-end investments, insurance/estate planning every other year, company benefits, and end-of-year tax planning.

Smart Wealth Approach

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