STRATA WEALTH PROCESS
STEP 1: INTRODUCTION
Someone that you know who cares about you and your finances, introduces you to us.
STEP 2: IS IT A FIT?
We meet to determine if our process and philosophy align with your expectations and goals. If we determine that they mesh, we take the next step If they don’t, we try and help you find the proper advisor to help you achieve your goals.
STEP 3: DISCOVERY
We will work with you to determine what your goals and dreams are and what plans you have in place to help you deal with all of life’s critical financial events, be they positive or negative.
STEP 4: RECOMMENDATIONS
We will work with you to determine what your goals and dreams are and what plans you have in place to help using the information we collected during the discovery phase. We will put together a series of strategies that address your goals. We then prioritize them based on conversations and put together a comprehensive implementation strategy.
STEP 5: WELCOME ABOARD
Our team will work with you to make sure you understand your new plan and how our partnership will work.
STEP 6: LIVING YOUR PLAN
Life is full of unexpected changes. In order to make sure that your plan stays up to date and in line with your evolving.