Our Process

1. Complimentary Discovery Call

If you would like to experience a new sense of confidence and optimism in your finances, then we would love the opportunity for a 20-minute phone call to get acquainted and discuss your unique circumstances. We’ll listen to you as we explore your goals, priorities, preferences, and any obstacles -or opportunities –  you may have. We’ll also discuss a possible partnership going forward and mutually establish what your expectations are for us and if we are the right fit for you. We encourage your questions and welcome your challenges.

2. Exploration & Preliminary Planning

Once you decide to come on board, in our first meeting, we’ll take a deeper dive into your financial situation. We will focus on listening to your personal goals and dreams. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.  We want to understand you as an individual so that our recommendations are targeted towards your specific vision. Not only do we want to understand your financial goals, but we will also briefly evaluate what barriers may be coming between you and the achievement of those goals.

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap in the form of an initial plan. This plan will be reviewed at least annually and is a living, breathing plan that grows with you to accommodate your evolving needs and wants.  The plan will serve as a guide on your financial journey. It will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will start with your lifestyle needs and use whatever tools that are available to grow your wealth consistent with your beliefs, current goals, and long term objectives. We want to help you reduce risk and taxes while growing your wealth predictably without the huge impact of stock market swings. We want you to understand what we are doing, why we are doing it and how we are doing it. There is no investment jargon or difficult concepts. We keep it simple and understandable. You can be as involved in managing your money as you choose too. Most of our clients want to know their finances are doing well but don’t want to worry and check the “market” everyday. It is our privilege to make you feel comfortable about your financial future and available if you need us. It is our objective that our collective efforts will allow you to enjoy life without financial worry.

4. Periodic or Annual Updates.

We like our clients to be updated at least annually with
an annual review. It is usually a zoom call that takes 15-20 minutes but both frequency and duration are your choice.

5. Key Milestones and Events

Planning for major capital purchases, college for the kids, and life changing events is what we do. Let us help you by reducing the stress of uncertainty. We, together can plan for these events and fold them into your overall plan without creating major interruptions in your long term objectives.

Some things cannot be planned for.  Lives can be subject to change. We want to help you at times of need and will always be just a call, text or email away.

BY WAY OF DISCLOSURE: AT WEALTH WITHOUT WORRY FINANCIAL GROUP WE WILL NEVER RECEIVE ANY MONEY DIRECTLY FROM YOU. IF YOU CHOOSE TO BECOME A CLIENT YOUR MONEY IS SAFE AS IT WILL BE TRANSFERRED DIRECTLY FROM YOUR
ACCOUNT TO THE ACCOUNTS OF MAJOR FINANCIAL INSTITUTIONS.