Our Process

MODERN WEALTH MANAGEMENT FOR THE 21^ST CENTURY

We’ve optimized our processes and services to best serve today’s modern investor. From the moment you join Modernize Wealth, we’ll learn your needs and help you strategize your goals so we can offer you a modern investment plan that is customized, transparent and actionable. Most importantly, we’ll provide you with the information and tools that are meant to put you in the best position to safeguard and help grow your wealth.

Whether you need Financial Planning and Investment Management or you’re just starting to save and simply want our guidance, we’re here for you.

HOW WE BUILD WEALTH

THE MODERNIZE WEALTH PROCESS

CONVERSATION

Meet you and hear your story
Get to know your reason for meeting
You do all the talking
Our first step to building a relationship

NEW CLIENT INTERVIEW

Gather financial data
Gather emotional and value driven data
Discuss and learn your “Why”

RECOMMENDATIONS & IMPLEMENTATION PLAN

Recommendations
Risk evaluation
Personal Financial dashboard set up
Financial plan Implementation Plan
Portfolio implementation plan
Advanced plan implementation plan

CUSTOM INVESTMENT PLAN

Portfolio implementation plan
Financial plan implementation plan
Advanced plan implementation plan

COMMUNICATION & REVIEW

How often do you want to talk?
Build a schedule that works with your life
1hr response + 24hr next steps to your questions
Implement technology to optimize communication

SERVICE & EDUCATION

We continually strive to serve you better and provide resources to help build the future you want

Let's Talk

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