Our Process

Wealth Strategies has developed our own exclusive process for crafting financial plans that fit. We collaborate with clients on an individual basis to create and execute custom-tailored financial strategies.

Listening: Before we make a single recommendation, we make sure we understand the full financial picture.

Goal Setting: After we understand the full financial picture, we help set realistic goals for everything from college funding to income protection to retirement income.

Planning: Once goals are in place, our expert financial planners are able to craft a comprehensive financial plan that outlines every step in progressing toward the goals of our clients.

Executing: Using the approved financial plan as our pattern, our advisors are equipped to execute and manage every detail of our clients’ financial plans.

Monitoring and Adapting: We regularly monitor every client’s situation to look for opportunities and to identify needed adjustments as goals change, circumstances evolve, opportunities arise, and markets shift.