Comprehensive Financial Planning
We take a very comprehensive, but simple, three phase approach to planning. This process results in a fully integrated investment, tax and legal plan that reflects each client’s individual goals.
Phase 1 – Preparatory Meeting: Develop your Foundation for Successful Investing
If you have ever built a home, you know that the Foundation is critical or the structure will have problems in the future. Proper planning is no different. We begin by taking the time to really get to know our clients, their families, their fears, their goals, their past investment experiences, how they think about money, how their spouse thinks about money and each other’s risk tolerance. Additionally, we obtain a deep understanding of the resources each client has at their disposal. The human element and an accurate understanding of a clients’ personality and resources is absolutely critical to building the foundation for a successful long term relationship. Clients are surprised by how comprehensive and rewarding Phase 1 can be.
Phase 2 – Present the Plan: The Investment Blue Print
In Phase 2, our team of skilled financial engineers and craftsman roll up their sleeves and get to work on designing an action plan and a portfolio to assist you in optimizing your current wealth, in efficiently accumulating more assets, in creating a distribution plan for retirement years and in protecting your family and their futures in times of uncertainty.
Most of Phase 2 work occurs in our preparation for the presentation of your Blue Print and then Phase 3 begins…
Phase 3 – Implementation and Maintenance
In Phase 3, we meet with you to go over the plan, make any needed adjustments and to begin implementation of the various sections of your plan in an order that is based on priorities you established in Phase 1.
Clients move at a pace they are comfortable with and they address areas of need identified in their plan based upon their goals and their timelines. Rome was not built in a day and neither is a solid, long term, comprehensive financial plan. Our team will be there for you each step of the way.
A financial plan is never truly completed as it is an evolving reflection of your financial life. Therefore, ongoing maintenance, updates, adjustments and overhauls are of course needed as the years progress.
3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475
Form ADV Part 3 - Client Relationship Summary • Privacy Policy
Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
CA Insurance License #0A89858
Disclosure
WARRANTIES & DISCLAIMERS There are no warranties implied.
WE Alliance Wealth Advisors, Inc. is a registered investment adviser located in Roseville, CA. WE Alliance Wealth Advisors, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WE Alliance Wealth Advisors, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WE Alliance Wealth Advisors, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as WE Alliance Wealth Advisors, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WE Alliance Wealth Advisors, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WE Alliance Wealth Advisors, Inc., please contact the state securities regulators for those states in which WE Alliance Wealth Advisors, Inc. maintains a registration filing. A copy of WE Alliance Wealth Advisors, Inc.’s current written disclosure statement discussing WE Alliance Wealth Advisors, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WE Alliance Wealth Advisors, Inc. upon written request. WE Alliance Wealth Advisors, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WE Alliance Wealth Advisors, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
