At Warren Wealth Associates, we have created a comprehensive six-step process that becomes the platform for a long-lasting relationship with our clients.
An initial no-fee meeting to determine the needs of each unique individual. We view each relationship as a long-term commitment; therefore, we begin by devoting time to learn more about you, your family, and your goals. Together, we will look at all aspects of your financial life, including where you stand and your aspirations for the future.
In this step, we will discuss your risk tolerance, investment objectives, and current investments to get a clearer picture of your current situation, as well as future spending and lifestyle requirements.
We formulate wealth strategies by first carefully analyzing existing investments, risk tolerance, balance sheets, and projected lifetime cash flows.
This is where you decide if working with us is right for you. During this phase, any and all questions are welcomed to ensure that you are comfortable with all aspects of working with us. We reach a mutual agreement on strategies and solutions to help pursue your specific, desired goals.
Investments are identified that align with your recommended asset allocation and risk tolerance. As an independent firm, we use an open architecture platform that allows us to customize your plan to your specific needs. At this step, we will also coordinate with other professionals, like attorneys and tax advisors, if needed.
This step is really the beginning of our ongoing relationship. Taking into account current market conditions and trends, we periodically review and adjust your strategy to help you maintain confidence that we are working towards your specific goals. Staying on target means staying in touch.