Process

For the advisors and team at Advanced Wealth Management, forming deep and lasting relationships is a priority and a pleasure. At this initial stage, we’ll focus on getting to know one another. We’ll do a deep dive into your values, current financial situation and aspirations for the future, as well as our services and fees.

With a deep understanding of your current circumstances and goals for the near and distant future, we’ll create a personalized plan to help you pursue those goals. You’ll have an opportunity to review our recommendations and provide feedback, which we’ll use to tailor your plan to your preferences.

At this stage, we’ll collect the necessary documentation, which may include information on existing accounts and assets, insurance policies, trusts, wills and any other relevant information. We’ll analyze all the details to ensure we have a complete picture of your situation in order to move forward with speed and precision.

Once we have all the necessary information and clear picture for where you want to go, we’ll develop and present to you a written plan of action. This plan will detail the key actions, steps and timeline for implementing your personalized financial plan.

Once we’ve obtained your written agreement to the personalized plan, we’ll move into the implementation phase. This step inevitably involves some paperwork, but we will guide you through each step with individualized attention and timely responses.

Once your plan is in motion, we’ll continually monitor and keep you informed of your progress. At a cadence of your preference, we’ll schedule regular review sessions, in which we’ll review your progress toward your goals and make any necessary adjustments based on your changing needs and circumstances.