A PERSONALIZED ROADMAP, curated just for you

To organize your financial journey, we follow the Personal Wealth Connection™ Process. This consultative process helps us learn about who you are personally, professionally and financially.

We’ll fully assess your current financial situation, identify wealth management opportunities and then make tailored recommendations. Together, our roadmap helps empower us both to follow your progress and make adjustments along the way.

Discovery meeting

In this important first meeting, you’ll experience firsthand the collaborative nature of our practice as we learn about you, your values, relationships and lifelong goals. This helps us identify both the opportunities and the challenges you face in achieving all that’s important to you.

Investment plan meeting

In this meeting we present a diagnostic of your current situation and our recommendations for how we can help bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together. We’ll also use this time to make tailored recommendations.

Mutual commitment meeting

The purpose of this meeting is to assess the potential of our partnership, with the aim to align our practice’s capabilities with your specific needs and goals. Upon mutual agreement, we’ll commit to your and your family’s priorities and initiate your investment plan with the necessary paperwork.

45-day follow-up meeting

When you have multiple investment accounts, we understand it’s easy to feel overwhelmed with all the paperwork. During this meeting, we’ll work with you to organize your paperwork and help you get started with our wealth management software – which securely consolidates all your accounts. We’ll also address any of your questions in this meeting.

Progress meetings

During our initial progress meeting, we’ll introduce our Advanced Plan, which focuses on your priorities and tackling them methodically. After that, these recurring meetings, scheduled at times convenient to you, allow us to assess significant updates in your personal and financial life and adjust your investment plan accordingly.

Coquina Private Wealth Advisors