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Learning Your Story

to Develop a Care Plan that Nurtures Your Wealth and Life

Our Initial Process

We follow a straightforward process to provide you with clear next steps for your wealth. Our work together always involves an intimate understanding of your needs and what’s going on in your life. In this way, we can provide you with options that are oriented towards your values and unique life circumstances. 


step 1.

Financial Planning - Lay the Groundwork El Segundo, CA the WealthGarden f.s.

Lay the Groundwork

In our first meetings together, we’ll lay a foundation for moving forward. We’ll get to know all about you, your life and what you care most about. You’ll be asked questions like “What do you want to achieve in retirement?” and “What are your goals through financial planning?”  We will also analyze if your portfolio is aligned with your Risk Number.  You can also ask us all about how we work, what our approach is, or anything else on your mind.

Step 2.

Financial Planning - Present Your Care Plan El Segundo, CA the WealthGarden f.s.

Present Your Care Plan

After reviewing your documents, accounts, and the goals you’ve outlined, our team will create a financial plan with recommendations to close any gaps. We’ll walk you through your potential paths and discuss how they connect to your objectives, and we'll present potential solutions to address issues.


Step 3.

Financial Planning - Nourish Your Wealth El Segundo, CA the WealthGarden f.s.

Nourish Your Wealth

At this stage, we’ll implement your comprehensive plan, and you’ll be prepared with any steps to take on your end. If need be, we may collaborate with additional professionals, such as your estate attorney or CPA.


Tending to Your Wealth Year-Round

As part of our long-term commitment to our clients, we typically recommend 3-4 in-depth meetings throughout the year to discuss your progress and make any necessary revisions to your financial plan.  See a sample schedule below: 


Jan - Feb El Segundo, CA the WealthGarden f.s.

Jan-Feb

  • Discuss annual income needs, debt, and revisit budget
  • Update plan as needed
  • Portfolio review

Spring El Segundo, CA the WealthGarden f.s.

Spring

  • Incapacity/disability planning review
  • Update plan as needed
  • Portfolio review

Summer El Segundo, CA the WealthGarden f.s.

Summer

  • Overall goals review
  • Update plan as needed
  • Portfolio review

Late Fall El Segundo, CA the WealthGarden f.s.

Late Fall

  • Legacy planning review
  • Tax guidance, including potential capital gains exposure, charitable giving opportunities
  • Update plan as needed
  • Portfolio review


Interested in Working Together?

Get in Touch