Building a wealth plan can be a complex and confusing endeavor, but Scottsdale Wealth Planning makes it easy. Our team has developed a unique, consultative process that takes you through each stage step-by-step so you always know where you stand and have the opportunity to provide feedback.
THE DISCOVERY MEETING
We get to know each other, diagnose your current situation and provide suggestions for how to proceed. During that meeting, we take you through an in-depth questionnaire (60 questions) to help us understand your financial state, goals and where you could use our help.
PLAN PRESENTATION & MUTUAL COMMITMENT
Our team puts together a customized investment plan with our recommendations for how to achieve your goals. We meet with you to review this strategy thoroughly and to pledge our mutual commitment to executing this plan. This isn’t a binding contract, and you’ll always have full access to your money. This mutual commitment is simply a confirmation that we’re both on the same page and committed to working together through this process.
45-DAY FOLLOW UP & REGULAR PROGRESS MEETINGS
We collaborate with our carefully selected network of wealth management professionals to take an in-depth look at your financial needs and put appropriate solutions in place. You can expect a 45-day follow-up meeting, as well as regular meetings to check in with each other, review progress and make adjustments where needed.
Throughout this process, our goal is to make your investing experience as simple and enjoyable as possible. We want to get to know you as well as we get to know your finances, and we don’t enter any relationship unless it’s a good fit on both sides.
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