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Wealth 360 Process

Our Wealth 360 Process is designed to answer two key questions:

Our team at Financial Planning Resources has developed and refined our Wealth 360 process to help you put all the pieces of your financial puzzle together. At its core, our process systematically reviews and answers two critical questions:

  1. Are you on track to pursue your goals?
  2. Are there any blind spots?

The Wealth 360 process is dynamic, adapting as your life changes and your needs evolve, helping you look to the future with confidence and clarity.

The Wealth 360 Process is designed to adapt and change in response to your ever-changing life. We feel that this is the core of the financial planning process. As your life changes and evolves, we are able to model those changes into your financial plan so you can look to the future with confidence and clarity.

Also, as part of our process and to deliver additional value to our premier clients, our team is available to be a sounding board for your friends, family and colleagues. Simply said, if they are important to you, they are important to us. And because you are a premier client, they don’t have to become a client of ours to take advantage of that process.

Phase I - Discovery

We begin this stage during our initial meeting in which we start getting to know you. This is where we focus on what your specific needs are and what you want your investment capital to do for you.

Phase II - Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term financial independence.

Phase III - Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and our highly skilled team, we strive to make this process quick and easy for you.

Phase IV - Monitoring & Adjustment

We monitor client accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to assess the situation and make adjustments.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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