How it Works
Simplify Your Financial World
SimplifiedWealth is your one-stop for all your financial needs. We provide a comprehensive solution that covers every aspect of your financial life. From the initial alignment check to creating a complete financial roadmap, we'll collaborate with you every step of the way in simple steps.
Initial Meeting
At SimplifiedWealth, we want to ensure that we are the right fit for your financial needs. That's why we always start with an initial meeting to get to know each other. During this meeting, we'll perform an alignment check to make sure our expertise and services align with your financial goals.
Discovery + Recommendations
To provide you with the best service, we need to understand your perspective. By working together, we'll discuss and review our proposed recommendations to ensure they align with your specific situation. Also, we will discuss formalizing of relationship, reviewing client agreements.
Get Organized + Kickoff
In this step, we'll work with you to collect any necessary information and set up your accounts while helping you to organize your finances once and for all. Together, we'll ensure that everything is synced and ready to go, kicking off your formal financial plan with ease.
Relax, Refine & Repeat
Relax! You now have a clearly defined financial roadmap that reflects your priorities and goals. As your needs change, we'll revisit and refine it annually (at least) to ensure that it remains aligned with your vision. And to ensure consistent progress towards your goals, we'll meet quarterly to implement recommendations using our "Lilypad Method."
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© 2023 SimplifiedWealth
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
