Our Wealth Health Process
Our 6-Step Wealth Health Process ensures we execute maximum efficiency behind the scenes so you enjoy a seamless transition that is precisely curated to your specific needs and goals!
1. Initial Consultation
Meet the Team, allow pertinent information gathering, and exchange an overview of deliverables and expectations.
2. Financial Plan Recommendation
Our initial fact finding will allow us a clear vision of your goals so we can execute our expertise into building you your specific financial plan.
3. Recommendation Review Call
You've had time to review our suggested plan, did we miss anything? Does anything seem unclear? Lets talk until it is!
4. Mutual Commitment
All parties are in agreeance about our objectives and goals. We can now transition you to the ClearWealth Team.
5. Plan Confirmation
Policies have returned, funds have moved, lets ensure it's aligned with our original goals.
6. Annual Financial Physical
Moving forward, we will perform an annual check-up on your finances to ensure your wealth is in great health!
