Our Process

We follow a consistent, repeatable process.

  1. We take time to understand who you are and what you want out of life and your money.
  2. We drill down to understand your current financial situation including but not limited to income, liabilities, assets, asset protection through insurance and wealth transfer considerations including wills and trusts. 
  3. If you have debt challenges, we will advise on budgeting and everyday money management. 
  4. develop investment strategies and financial plans geared toward pursuing your specific goals within a specific time frame.
  5. We will partner with and help you build a financial team including estate attorneys and tax professionals.*
  6. We review and help analyze financial products and documents that we don’t manage in seeking to ensure they serve the purposes for which they were intended relative to your overall financial goals. 
  7. We revisit this process often and adjust accordingly. 

*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax and legal services. These entities and their services are not affiliated with LPL Financial and Athene Wealth Management, LLC.