REWealth Financial Planning

Process

Process

A STEP-BY-STEP, NO-PRESSURE PROCESS

A STEP-BY-STEP, NO-PRESSURE PROCESS

What to Expect

Our process begins with a free call so we can get to know each other and so I can learn more about your needs. There’s no cost and no pressure to move forward. If we’re not a good fit for each other, we’ll let you know upfront and try to recommend an alternative.

Our process begins with a free call so we can get to know each other and so I can learn more about your needs. There’s no cost and no pressure to move forward. If we’re not a good fit for each other, we’ll let you know upfront and try to recommend an alternative.

Pre-Commitment

Pre-Commitment

Free Consultation

The first step is for us to have a quick intro call to determine if REWealth's expertise matches your needs. During this call, we'll discuss your circumstances, how we operate, and answer any upfront questions you might have.

 

To get started, you can schedule your free consultation online

 

If you're not ready yet but have a question, please send us a message.

Exploratory Meetings

We offer additional free exploratory meetings for clients that are a great fit but still need more time to get to know us before committing to our services.

Commitment

Commitment

Client Agreement

Once you're ready to partner with REWealth, we'll send you an electronic client agreement via email and other required legal documents to review and digitally sign.

Onboarding

Once you've signed the client agreement, we'll send you an email with relevant next steps and get you set up with all of the necessary tools.

Initial Retirement Blueprint

Initial Retirement Blueprint

Discovery Meeting

During our first official meeting, we'll explore what matters most to you and define your retirement goals and vision.

We'll also address and articulate pain points you might be experiencing that prevent you from achieving your goals.

At this point, you'll be asked to upload copies of your most recent financial statements and tax return to a secure web portal for our review.

Get Organized Meeting

We'll focus on taking inventory of your current financial life, which includes review of your assets, liabilities, income, expenses, and any other relevant personal accounts.

We'll also get you set up on our planning software.

If you're leveraging our investment management services, we'll help get your accounts set up and assets transferred to Schwab.

Explore Possibilities Meeting

Once your documents are organized, you're set up on our planning portal, and your accounts are funded, we'll explore the extent to which you're on-track to meet your goals. We'll game out different scenarios for your current trajectory mapped against alternatives to see how we can get to your goals more quickly.

Plan Delivery Meeting

Once we've reviewed your personal finances and cast a vision for a new direction, we'll deliver your initial Blueprint, including actionable steps to accomplish your goals.

Implement Retirement Blueprint

We'll begin taking action on the highest priorities outlined in your Blueprint.

Ongoing Planning

Ongoing Planning

Recurring Meetings

Three times a year, we'll meet to review progress following your Blueprint, make adjustments if necessary, and ensure we're on track to reach your goals.

Ongoing Support

We'll regularly touch base via email and phone throughout the year to keep you informed.

 

Need immediate help or advice? Clients are encouraged to email or schedule a call at anytime to discuss pressing questions or concerns.

Ready to retire with confidence?

Ready to retire with confidence?

Learn about our services

Financial planning with or without investment management.

Ask a question

Email us with your questions or review our FAQ page.

Book a call

Schedule a free consultation online.

Learn about our services

Financial planning with or without investment management.

Ask a question

Email us with your questions or review our FAQ page.

Book a call

Schedule a free consultation online.

Learn about our services

Financial planning with or without investment management.

Ask a question

Email us with your questions or review our FAQ page.

Book a call

Schedule a free consultation online.