Our Process

For many meeting, a financial advisor can be confusing and bit of a nerve-racking experience. Often, there are several questions you may have about what exactly a financial planner does, and how will they be able to understand your personal financial life and the unique goals you are looking to achieve. At Wealthnest we understand that every single client of ours has a unique personal situation all their own. That is why we have a comprehensive meeting process to assure our client understands what we do & our advisors fully understand what you as a client want and need to accomplish on your road to retirement.

Discovery

Our discovery meeting is meant to focus on you, your life, your goals and aspirations. This discussion is meant to lay a firm foundation for a deep client relationship. This is a great opportunity to answer any and all questions you have about us as an advisory team, how we operate and our business philosophy.

Visualization

Visualization is important to us, we do more than just push a pile of papers over to you and say “here is your financial plan.” Your financial future is more important than that to us. We sit down in our Nestology room with you and visually break down what we think is the most effective plan for you to reach financial independence.

Implementation

During implementation, we take the time to review and finalize all the odds and ends of your personalized financial plan. We want to make sure that you fully understand your financial plan and resolve any and all questions you may have. We introduce you to your financial team, because with Wealthnest we are more than one advisor we are a financial team!

Maintenance

Open communication is critical to success. This is why continual maintenance and yearly meetings with your advisory team are emphasized here at Wealthnest. We provide plenty of time for our clients to review their accounts with their team as needed. We are here for you, and that is represented in our continual effort to meet and communicate with ALL our clients!

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.