Our Process

Our Vision: You come first, always.

At Center for Wealth Management, our purpose is to serve you first and foremost—always. We focus on establishing a long-term relationship with you that is built on a foundation of trust, integrity, and with the goal of providing the highest degree of excellence.

We will provide you with the knowledge and tools you need to make confident decisions about your financial future. Our cyclical process and periodic reviews help ensure that our services grow and change with you as you move through different life stages.

DISCOVERY

We get to know you first. In addition to learning about your financial goals, we get to know you as a person so that we understand your values, money mindset, and vision for your future.

DATA GATHERING

We collect facts and figures about your current financial situation. This helps give us an idea of the gap between where you are now and where you want to be.

ANALYSIS

In this step, we run some projections and analyze the probability of success based on your current financial picture and your goals for the future.

RECOMMENDATION

Next, we make recommendations for you to choose a financial solution that will work in your best interest. 

IMPLEMENTATION

Once you’re confident, we implement your plan and get you started on your path to success.

PERIODIC REVIEW

The work doesn’t stop here. We review your plan regularly to measure success, take into account any changes in your life, and make adjustments when necessary.

A key component of financial security is to prepare for the unexpected. We create strategies designed to help you through any obstacle you might face in the future. We also work with other professionals in your life, such as your CPA and attorney, to coordinate the implementation of your plan.

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