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Our Process

What You Can Expect

Unbiased, Expert Advice Delivered In Plain English

Our team has created and refined a process to help you (and us) make an informed
and educated decision about working together.

Here are the highlights:


No cost or obligation to move forward.

We won’t charge you a penny to have a discovery meeting (or two). At the very least, you’ll walk away with some free, expert advice for your personal financial situation.


We want to make your life better by:

  • Reducing complexity
  • Enabling you to take action
  • Helping you make better trade-offs
  • Increasing your confidence
  • Saving you time
  • Providing encouragement to you.


Step 1:

Intro Meeting or Phone Call

Getting to know you and your story is our Priority #1. By initially discussing your situation and needs over the phone or coffee, we’ll be able to see if our expertise is a match for your situation.

If we’re not the right fit, we’ll introduce you to another high-quality firm that can better meet your needs.




Step 2:

Get Acquainted Meeting


This conversation consists of:

  • Hearing your life story and your goals for the future.
  • Understanding what your current financial house looks like. 
  • Giving you a taste of what your financial future could look like, and an understanding of what the The Wealth Group brings its clients.

Step 3:

Our Analysis

Our team of experts applies our disciplined process to analyze your financial situation, answering the three most vital financial questions you should have:

  1. Am I on track to meet my financial goals (i.e. achieve Financial Independence)?
  2. Am I doing everything possible to reduce my taxes -- for today and over my entire lifetime?
  3. Do I have a smart, low-cost, disciplined, and diversified investment portfolio in place?



Step 4:

Let’s Get Started


Once we’ve both decided our relationship is a good fit, our team will swiftly and seamlessly bring you onboard The Wealth Group.