Process
Your Path to Financial Confidence
A clear, step-by-step process designed to help you navigate your financial journey with clarity.
Phase 1
Getting Started with Gravitas Wealth Planning
Let's Chat
This is a casual conversation to understand what has you searching for an advisor and to learn about the past, present, and future of your financial life. We’ll discuss your experiences with past advisors, what prompted you to seek advice now, and your key goals and challenges. This step helps us connect and determine if we’re a good fit to work together.
- Get to Know Each Other: Feel comfortable sharing your financial story and goals.
- Understand Your Needs: Identify what you’re seeking in a financial advisor.
- No Pressure: If we're not the right fit, I’m happy to refer you to another professional.
Strategy Session
In this meeting, we discuss your financial strategy, establish priorities, and craft a game plan for working together. You’ll learn about my systematic approach and how I deliver actionable guidance to support your financial goals.
- GWP Philosophy: Learn about my core beliefs and how they shape my approach to financial planning.
- Client Service Calendar: Outline a "year in the life" of a client with regular updates and milestones, and demonstrate what its like to work to our mutual commitment to regular communication and follow through, so you always know what's happening with your plan.
- Set Priorities: Identify and prioritize your financial goals to ensure a focused approach.
Phase 2
Seamless Onboarding for a Confident Start
Get Organized
During this meeting, we will start to build out your Financial Planning details. We'll review the financial information entered, fill in any missing data, and clarify details to ensure we’re on the same page before developing recommendations and our plan of action.
- Streamlined Setup: Easily get started with all your financial information in one place.
- Accurate Data: Ensure all your financial details are accurate and up-to-date.
- Clarity: Gain a clear understanding of your current financial situation.
Initial Planning Priorities
We'll provide a comprehensive overview of your financial situation and agree on the priorities to tackle first. This ensures we focus on what’s most important to you and sets a solid foundation for your financial plan.
- Comprehensive Overview: Understand all aspects of your financial situation.
- Set Priorities: Focus on what’s most important to you.
- Solid Foundation: Establish a strong starting point for your financial plan.
Phase 3
Continuous Support for Lasting Financial Success
Client Service Calendar
This document holds us both accountable for following through on recommendations and implementation. You’ll never have to guess what's next or what we’re working on, ensuring a clear and structured approach to your financial plan.
- Accountability: Stay on track with your financial goals.
- Clear Structure: Know exactly what to expect and when.
- Consistent Progress: Regularly review and update your plan.
Regular Communication
Many clients tell me they never heard from their previous advisor. This is unacceptable. One of my key values is dedication to regular communication. You’re never in the dark. You'll always feel informed and supported.
- Stay Informed: Receive regular updates and communication.
- Feel Supported: Know that you have a dedicated advisor keeping you informed.
- Reduce Stress: Avoid the anxiety of not knowing what's happening with your finances.
Adjust as Necessary
Life happens, and priorities can change. Whether you decide to relocate to a warmer climate or face unexpected challenges, we’ll roll with the punches and adjust your plan as needed. Flexibility ensures your financial plan remains relevant and effective.
- Flexibility: Adapt your plan to changing circumstances.
- Stay Relevant: Ensure your financial plan remains effective.
- Ongoing Support: Receive continuous guidance and adjustments as needed.
