Building a road map designed to get you there
Financial advice is about more than just your finances and goes well beyond a math problem. It’s about your entire life and the complexities that come with it. And, it’s about working with people who invest in getting to know you. Because as your needs become more complex, sophisticated advice and a relationship built for the long term become even more important.
Because we believe planning and advice should go well beyond simple asset allocation, we’ll use some distinct techniques to help you navigate what we call the Three Burning Questions. Will I make it? Do I have any blind spots? What can I do better? And, since life is full of changes – planned or unexpected, pleasant or difficult – our process is designed to revolve around all of the complexities, opportunities, twists and turns that come with it.
If you’re ready for quality client experience and financial planning that goes far beyond math equations, connect with us. A plan is only as good as what goes into it. If you’d like to work with a team who clearly understands your big picture while staying focused on precise details, connect with us. The earlier your plan begins, the greater the potential for rewards. Let’s get started today.
Wellspring’s Wealth Management Process
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We’ll start to get acquainted by helping each other understand expectations and needs. Followed by a deeper dive to understand your financial psychology and biases as well as your goals and resources. Once we both agree we’d be a good fit, the financial planning starts.
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We set about creating a detailed and dynamic plan that encompasses all areas of your life. Our process aligns your financial biases, goals and resources. This ongoing system of creating, testing and monitoring portfolios includes upward of 200 people committed to a quality experience for our clients. We’ll share our recommendations with you and build a shared understanding of what’s to come.
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Usually a phone conversation, yet our door is always open. Mutual commitment to move forward with the plan. Complete and sign paperwork.
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Accounts are opened. Assets are transferred. About six weeks later, paperwork and statements are organized and reviewed with you.
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We allow you to focus on what matters most while we conduct ongoing internal reviews of your portfolio allocation, risk and performance.
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We continually monitor the progress of your plan to make sure it stays on track, assess any advanced planning needs and suggest changes where needed.
