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Modern Wealth Management Process

At Modern Wealth Management, we use a team approach to your financial life. Your team will consist of two or more individuals, with different skills, providing you with the best experience possible.   

Our wealth management process is designed to ensure your finances are expertly aligned with your visions, goals, and values. We review every major aspect of your financial life, identify areas of concern, and devise and implement solutions in conjunction with your tax and legal advisors. 

Phone Interview

Our first step is learning about each other and what you’re looking for. This two-way interview can help us mutually determine if it makes sense to meet face-to-face.

Discovery Meeting

We’ll conduct an in-depth review of your goals, needs, wants, wishes, and your financial resources.

Financial Assessment 

We’ll outline any gaps we see and discuss your options to address them.

Solutions Meeting

We’ll present our finalized, plan and recommendations, and determine the next steps in working together. 

Ongoing Review

We establish pre-scheduled meetings to review your plan and accounts.