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The Rethink Wealth Process

Financial Planning You Can Count On

A Financial Planning Proccess Built Entirely Around You

We’re more than run-of-the-mill financial professionals who work in a “transactional manner”, we focus on planning. You can trust that any service that is recommended for you is aligned with your long-term financial plan.

01
Open Talk & Philosophy

02
Opportunity & Discovery

03
Concepts & Strategy

04
Implementation Roadmap

How Our Process Works

During your initial meeting with your financial pro, you'll determine all of the information required for you to feel comfortable moving forward. From there, you'll schedule subsequent meetings all at once to be sure you've got a committed plan of action to achieve your financial goals.


STEP 1

Open Talk & Philosophy

Our first meeting is designed to help us both determine if there is a "fit" for what you're trying to accomplish.

Est. 45-60 Minutes



STEP 2

Opportunity & Discovery

In our second meeting we'll complete our discovery of where you're at today and begin to discuss possible improvements, adjustments, and optimizations.

Est. 60-90 Minutes


STEP 3

Concepts & Strategies

In our third meeting, we'll bring your plan to life with different concepts and strategies for you to choose from in your co-creative financial plan.

Est. 60-90 Minutes



STEP 4

Implementation

In our final "client creation" meeting you'll review all of the aspects of your financial plan with your financial pro, so you have clarity and confidence in moving forward.

Est. 60 Minutes


STEP 5

Regular Review

You'll determine with your financial pro the frequency and agenda items to discuss on an on-going basis to be sure your financial plan and financial pro are always in sync.

Est. 60 Minutes


Discover the Powerful Guidance Provided by Rethink Wealth & Our Financial Professionals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Explore All Services

Optimize Your Cash Flow

Build A Financial Plan

Unlock Your Financial Potential

Discover Our Process

Learn More About Our Approach

Meet The Leadership Team

See If Our Philosophies Align

Contact 
We’re Ready
When You Are

Let’s have a short intro call to explore your goals.


Locations


GetInfo@RethinkWealth.com

(888) 700-7144
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