facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Getting Started With ClientFirst Wealth Management

How We Align Your Finances with Your Goals


Step 1:

Initial Meeting

Schedule a time to talk with us, and we’ll get to know more about each other to see if we’re a good fit. We use what we call an “asset map” to gather initial data. We can complete it with you during our discover phone call or you can build yours through a quick exercise below, and we’ll use this as a starting point together.

Create Your Asset Map

Step 2:

Discovery

If we’ve decided to move forward together, we’ll have another meeting to take a deeper dive into your financial life. You’ll bring in all your statements, and we’ll review things like your risk tolerance, goals and resources as we prioritize your objectives moving forward.

Step 3:

Planning

Our team will develop recommendations to bridge where you are now with where you’d like to be throughout retirement. We’ll discuss our proposed strategies, discussing various “what-if” scenarios together.

Step 4:

Implementation

Once we’ve established your strategy, we’ll implement each part of your plan. Some action items may happen immediately, whereas others will happen in upcoming months.

Step 5:

Ongoing Review

Often, financial plans need to be modified as new goals are established and circumstances change. We’ll be here to oversee your financial progress and update your strategy as your life evolves.

Get Started

If you have any questions about our services or would like to explore a relationship together, we encourage you to schedule a time to chat with us.

Schedule a Conversation

Schedule a Call