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Guiding Process

Our diligent, five-step process helps
us design a customized financial plan that
is right for you.

It's designed to help us understand what matters to you and deliver it effectively, so that we serve as vigilant guides and help you make sound decisions about your wealth and legacy.

1. Discover: 

     

We’ll meet with you to gain an understanding of your situation, your current needs and your future goals. We will work with you to determine your risk tolerance and make sure that path you take is right for you.

 

2. Analyze:

We’ll review and evaluate all of the information we’ve gathered from you. After this in-depth analysis we consider alternatives and develop specific recommendations for you.

 

3. Guide:

We’ll share our findings with you and help you select the strategies that are most appropriate for you, making sure that the strategies are tailored to your specific needs.

 

4. Deliver:

We’ll implement your strategy, acting as guardians of your wealth as we manage and track every detail along the way, and making suitable adjustments as the financial landscape changes.

 

5. Review:

 

We’ll hold regular meetings and conversions with you, so that we are aware of your changing needs as your priorities and goals evolve with the passage of time. This review process helps keep you on the path to financial independence and life-long success.



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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.