Waypoint Wealth Management utilizes a systematic life planning approach.
Our planning process is a methodical four-step process that we have implemented successfully for clients with wide-ranging experiences, hopes and dreams. This life-waypoint approach to planning seeks to reflect all your priorities and specific life circumstances throughout four key planning stages:
 |
UNDERSTAND - Before we get down to numbers we will talk about the things that are most important to you-family, community, pastimes, and church. We'll ask a lot of questions about what you're really thinking, feeling, worried about; your experiences with money; and what you've accomplished so far. Together we'll figure out where you are now. |
 |
ANALYZE - Based on what we discuss in the discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will consider the financial implications for each goal we discuss and construct the framework for a plan that supports them. |
 |
IMPLEMENT - A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase we will recommend specific solutions which seek to help close gaps in your financial picture as well as match each of your specific goals. This is where we implement your customized plan. |
 |
MONITOR - Just when you make plans, life happens-and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary. |
A critical aspect of our investment process is moving it from written scratch pad notes to a plan that can be tracked and continually evaluated. We utilize a robust resource called WealthVision to help us and our clients develop and manage their individual plan.
Next>> Services We Provide | WealthVision |
