500 Capitol Mall, Suite 2350

Sacramento, CA 95814
1.916.405.9140 | Email Us

Wealth Management Process

Wealth Management Process Philosophy Strategy

  1. Discovery: Discovery is an information-gathering process that begins with getting to know you and the people who are important in your life. We dig deep into the details of what is important to you in aiming to clearly understand your goals, fears, time horizon, risk tolerance, and need for liquidity. The scope and depth of research and inquiry will differ from client to client, but the results are the same: valuable data.
  2. Data collection: Gather all qualitative and quantitative financial and personal data. It is essential we do accurate and honest data collection, as the goal is to capture quality evidence that allows our ultimate analysis to lead to the formulation of convincing and credible responses to issues raised and discussed in discovery. 
  3. Analyze and distill data: We then examine and evaluate all of the data, documents, and financial information through sophisticated financial planning software. This is a process of inspecting and modeling your data, with the goal of suggesting conclusions that will be the foundation for our decision-making.
  4. Develop initial plan: Develop the long-term comprehensive wealth management plan, including pre and post-retirement plan, income plan, and strategic and tactical asset allocation strategy.
  5. Refine and customize the plan: We do not want to spoon-feed you results, and expect to be collaborative.
  6. Implementation: Strategically execute the recommendations of the plan by identifying and helping to select specific strategies, solutions, products, and services. In this stage, we will work closely with your other service providers and professionals.
  7. Monitor, revise, adjust: Constantly monitor and review the plan to make sure the client is on track to reach their targeted goals and objectives.
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