The
Wealth Guardian
Process™
Making sound financial decisions is often confusing and intimidating. At Wealth Guardian Advisors,our goal was to develop a simple and effective map to financial clarity, direction and results. Using The Wealth Guardian Process™, our trademarked financial planning approach, we clarify complex financial decisions and deliver financial strategies tailored to each client’s unique and specific goals. Our pledge is to honor each client by providing the highest standards of integrity, honesty and professional experience.
PHASE ONE:
THE FINANCIAL INSIGHT INTERVIEW™
We take it personally. By having an open relationship and clear understanding of our clients’ goals we’re in a better position to serve their financial needs. In this first phase of our process, we’ll discuss your financial vision of the future and use that as our guide to build you a personalized and powerful financial plan. Together, we will review your accounts and explain each step of our unique process.
PHASE TWO:
THE STRATEGY MAP CONVERSATION™
We help make it simple. Once we’ve developed your plan, we’ll meet again to review with you how it will function and what expectations you might have for it. Using The Strategy Map™, we will work together to clarify the mystery of financial planning by showing how your personal and financial goals built the specifics of your financial plan. Unlike other firms, our financial planning strategies are customized for each unique client situation.
PHASE THREE:
THE FINANCIAL PLAN ACTIVATOR™
We put it in action. Like other types of plans, a financial strategy gains power through effective implementation. In phase three, we take the steps to put your strategy in motion. We begin by preparing all necessary paperwork for you to sign, review with you the steps of your plan and take the required action steps to place you on the path to financial confidence.
PHASE FOUR:
THE LIFETIME STRATEGY REVIEW™
We keep you updated. Periodically, we will connect to review your plan’s progress. We will have routine updates but are also available for any questions you might have. We place the highest importance on being a resource for you and your family and will provide ongoing education about financial strategies through group and private sessions.
