Our Process
We have developed and refined a proprietary process called The Embark FORMula. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, the professionals at Claywell Asset Management and The Embark FORMula follow a process that helps you pursue your financial independence.
The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. And because we’re an independent practice, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.
