THE RETHINK WEALTH PROCESS
Financial Planning You Can Count On.
A Financial Planning Process Built Entirely Around You.
We’re more than run-of-the-mill financial professionals who work in a “transactional manner”, we focus on planning. You can trust that any service that is recommended for you, is in alignment with your long-term financial plan.
Understanding You
Where We're At
Where We're Going
Getting Started
How Our
Process Works
During your initial meeting with your financial pro, you'll determine all of the information required for you to feel comfortable moving forward. From there, you'll schedule subsequent meetings all at once to be sure you've got a committed plan of action to achieve your financial goals.
STEP 1
Open Talk & Philosophy
Our first meeting is designed to help us both determine if there is a "fit" for what you're trying to accomplish.
Est. 45-60 Minutes
STEP 2
Opportunity & Discovery
In our second meeting we'll complete our discovery of where you're at today and begin to discuss possible improvements, adjustments, and optimizations.
Est. 60-90 Minutes
STEP 3
Concepts & Strategies
In our third meeting, we'll bring your plan to life with different concepts and strategies for you to choose from in your co-creative financial plan.
Est. 60-90 Minutes
STEP 4
Implementation
In our final "client creation" meeting you'll review all of the aspects of your financial plan with your financial pro, so you have clarity and confidence in moving forward.
Est. 60 Minutes
STEP 5
Regular Review
You'll determine with your financial pro the frequency and agenda items to discuss on an on-going basis to be sure your financial plan and financial pro are always in sync.
Est. 60 Minutes
Discover The Powerful Guidance Provided By Rethink Wealth & Our Financial Professionals.
