Advice-Based Planning Process
Finally, an easy-to-understand approach to financial planning.
Phase 1: Plan
Beginning with our initial (and complimentary) Discovery Meeting to identify your goals, values, and fears, we complete a four-step process that continually engages you to deliver your customized financial plan.
Week 1: Discover
Identify and prioritize your values, goals, and financial data to establish our foundation.
Week 2: Clarify
Refine your objectives and formalize our partnership.
Weeks 3-4: Confirm
Confirm your financial status, assess goals, and develop tailored recommendations.
Weeks 5-6: Deliver
Present a comprehensive plan and actionable steps for your financial future.
Phase 2: Implement
Continuing to work in your best interest, we guide you in implementing your customized financial plan. We also coordinate with your other trusted advisors and connect you with our network to ensure your plan is properly implemented.
Weeks 7-8: Asset Alignment Implementation
Align assets with your financial goals, risk tolerance, and comprehensive plan.
Weeks 7-8: Plan Protection Implementation
Implement contingencies, risk management solutions, and coordinate your beneficiary titling with your estate planning strategies.
Phase 3: Partner
Life changes and so will your financial plan. We continue to provide accountability and incorporate any family or key relationships.
Financial Independence
Updating your financial plan to continually create our action plan to improve your probability of success.
Plan Protection & Asset Alignment
Reviewing risk management, beneficiaries and estate plan along with ensuring asset alignment remains coordinated with your overall plan.
Consistent Collaboration
Access throughout the year for any questions or life updates while coordinating with your trusted advisors (CPA, attorney, etc.)
Quarterly Touches
Accountability and implementation updates while keeping you informed of the market and economy.
Let’s Talk! Your Discovery Meeting is Complimentary
This session provides you with a personalized introduction to Valoris Wealth’s approach, offering clarity on your financial situation and actionable insights to empower your next steps—all without any obligation.