What You Can Expect When Working With Us
At 3 Strands Wealth, we focus on integrating the strands of your financial life - security, prosperity, and legacy. We help protect what’s most important, create enduring wealth, and maximize multi-generational impact. Regardless of where you are on life’s journey – at the pinnacle of your career or retired and enjoying the life you have built – our team will help ensure the individual strands of your financial life are masterfully woven together for uncompromising strength for generations to come.
We invite you to sit down for a conversation and let’s see if we’re a good fit.
INTRODUCTIONS
In our first meeting, we will get to know each other and make sure we’re a good fit. We’ll ask about your financial goals, learn what you are looking for in an advisory relationship, walk through our services, then determine the best course of action.
DISCOVERY
We will focus on your financial journey and dive deep into your unique situation. What are your financial goals and dreams? What’s been your relationship with money? Who and what do you cherish most in life? What keeps you up at night? What legacy would you like to leave? If you were able to achieve your financial goals, how would this make you feel?
ORGANIZE
You’ll then be tasked with providing us with pertinent financial documents: account statements, estate documents, personal and business financial statements, insurance policies, investment statements and other documents as needed for our analysis. Our findings will inform the strategies we recommend for you and the financial plan we prepare.
PLAN
After learning more about you and your goals, and reviewing your financial documents, we will then design a personalized strategic plan designed to achieve the objectives you shared with us.
IMPLEMENTATION
After you approve the plan, our team will work with you to ensure the implementation is easy. We’ll provide clarity and trusted guidance throughout the process. We’ll coordinate with your existing partnerships and make introductions as needed. You’re not alone; we’re in this together every step of the way.
ONGOING REVIEW
We will have regularly scheduled review meetings to help ensure your financial plan continues to reflect your evolving goals, market conditions, personal risk tolerances, and preferences.
There’s no greater reward than when we can tell a client they’ve reached their financial goals. That’s the power of 3 Strands Wealth.
